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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: Haim R. Branisteanu who wrote (32643)	10/12/2000 9:30:07 AM
From: Stephen	Read Replies (1) of 42787

Haim, I'm afraid I don't agree with you at all. The assumption is that consistently fast growing company's have a high P/E because they will grow into it. Thats the market - it looks forward & opticals are seen by many as companies with expanding demands for years to come. HD has been a fast grower, but at a P/E of 44 for a specialist retailer in a potentially slowing economy ... they can't afford to miss. AMD is looked upon as a company with a poor performance history in an industry that maybe entering a cycle trough. Now .. do I agree with the relative valuations ??. With a P/E of 131 GLW is expensive but if you gave me a choice of companies to own for the future at the relative prices/PE's ...especially for my 401K .. I suspect I might pick GLW. More importantly ...until growth is shunned ... so will the market I believe. Regards Stephen

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