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Pastimes : All Clowns Must Be Destroyed
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To: Glenn D. Rudolph who wrote (28082)4/20/2000 9:41:00 PM
From: patron_anejo_por_favor  Read Replies (1) of 42523
 
<<Earnings will be strong during H2 of this year and likely the market will reward it for that.>>

I disagree. MSFT just announced they expect their EPS to be in the low single digits for the next year. INTC is also experiencing decelerating growth, as is DELL. Although WIN 2K will help spur demand (some), it currently trades at a trailing PE of 73. I anticipate general economic slowing in the last half of the year courtesy of BubbleBoy, particularly whacking cyclical techs (like SDRAM makers). Even if they manage to increase EPS to 5.00, it will be (and be interpreted by the market to be) nonreproducible. Result: even a PE of 15 would be too high THEN (and 73 certainly is obscene now).
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