SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Fatty's Donut Shop
KKD 21.000.0%Aug 4 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Matt Brown who wrote (3615)9/22/1999 2:14:00 PM
From: Jeff Resch  Read Replies (2) of 5041
 
Matt, AAPL is at a respectable level. My only concern about AAPL is the fact that they are unable to supply the demand for its new chip. They also are know for their huge inventories. But huge in today's standard is one day!

I would not be suprised if AAPL is trading above the $100 before Christmas. The key to this company is leadership!!! As long as Steve Jobs continues to take an active role in defining the path apple takes I think we as investors will be rewarded hansomely.

APPL PE ratio is just under 20. Compared to Dell 72, GTW 39, CPQ 33, and HP 26. The hardware industry has been in a slump as of late. And will slowly creep higer and higher.

The three I like in order of best buys are
1. AAPL - Low PE. Industry in changing. VW bug of computers.
2. CPQ - Low PE. I love their palmtops. 2 best in server hardware. New leadership.
3. GTW - Lots of room for improvement. Sales increasing. Not too bad but can't compare with AAPL and CPQ.

These companies have been the victims of a changing industry. With the prices of computers drastically dropping they have created measures to create leverage in a volitile industry.

Resch
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext