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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: Gottfried who wrote (52333)9/17/2001 3:47:19 PM
From: Paul V.  Read Replies (2) of 70976
 
Gottfried, Jacob, Brian, Tito, threaders Looks like the top of the technology pyramid Telephone end user stocks, NOK, SBC, Verizon, etc. are the stocks which
moved up slightly today. Whether, the telephone end user stocks begins to move down to the computer and software, suppliers, semi stocks,
etc. we do not know at this time. However, for your information following is some data for your review.

It is going to be
interesting to see what the markets and techs do in the next few weeks. I believe that the techs are in a good position. One of my local
investor friends ran Stock comparison Guide between the following companies: AMAT, EMC, LOW, MSFT SCH, ABT, CSCO, HD, EMR,
JCI, NEWP, In order of Relative Value (Current PE divided by Average 5 year PE) of each of the above we cane up with the best current
buys, in our opinion. Less than one is the best buy value. Over one the worse. What are your thoughts regarding our data?

Note that the drug stocks appear to be over priced. Jeff, note how the RV supports DW's sector bell shaped curve as what sector is over sold.

EMC with a RV of .344, buy range of $10.90-22.30, sell range of $33.70-45.10, and upside downside ratio of 10.48
WMB with a RV of .40, buy range of $29.50-42.03, sell range of $67.08-79.60, and upside downside ratio of 21.27.
AES with a RV of .45 buy range of $25.40-44.05 sell range of $81.35-100 and upside downside ratio of 6.33
AMAT with a RV of .57, buy range of $35.80-50.37, sell range of $64.93-79.50, and upside downside ratio of 8.93
CSCO with a RV of .646, buy range of $13.10-26.60, sell range of $40.10-53.60, and upside downside ratio of 30.15
NEWP with a RV of .663, buy range of $10.20-46.40, sell range of $82.60-118.80, and upside downside ratio of 17.60
MSFT with a RV of .74, buy range of $43.70-70.70, sell range of $97.70-124.70 and upside downside ratio of 5.57
EMR with a RV of .76 buy range of $46.00-62.80, sell range of $79.60-96.40 and upside downside ratio of 6.85
HD with a RV of .887 buy range of $26.10-47.00, sell range of $67.90-88.80, and upside downside ratio of 2.59
SCH with a RV of .97, buy range of $10.60-19.13, sell range of $27.67-36.20, and upside downside ratio of 16.90
JCI with a RV of 1.006, buy range of $59.00-82.70, sell range of $106.40-130.10, and upside downside ratio of 3.99
ABT with a RV of 1.248, buy range of $30.30-49.57, sell range of $68.83-88.10, and upside downside ratio of 1.94
LOW with a RV of 1.29, buy range of $18.70-40.63, sell range of $62.57-84.50, and upside downside ratio of 3.09
CPN with a RV of 1.33, buy range of $10.60-29.80, sell range of $68.20-87.40, and upside downside ratio of 2.74
DYN with a RV of 1.405, buy range of $16.70-35.73, sell range of $73.78-92.80 and upside downside ratio of 1.76

Just our data using the NAIC stock comparison guide. Use the data at your own risk.

PAUL
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