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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Susan Saline who wrote (34019)	10/26/2001 8:49:36 PM
From: Kelvin Taylor	Read Replies (1) of 53068

very good point Sue interesting that everyone lubs the techs when they were at $100, but detest them @ 10. of course perhaps 10 is fair value anyway. $5000 in MSFT = 80 shares $5000 in SUNW = 480 shares you can afford to sell on the way up if you wish. with only 80 you just hold, and hold. MSFT is the leader in OS software and is profitable. the earnings growth rate this year vs next(if you wish to believe the anal-yst guesstimations) is 14%. @ 62 MSFT has a PE of 34 and PEG ratio over 2(quite high) SUNW will lose money this year and report a profit of $0.23 next year. so its a turn around play. let's look at likelyhood of which stock will do best say over the next 6 months: 52 week high of MSFT is 76, 23% away 52 week high of SUNW is 61, 83% away now which stock is likely to see a 50% move to the upside? MSFT's earnings are not going up 50% next year but SUNW going from losses to a profit will be the focus of the market. year over year comparisons will be quite different. 50% move in SUNW is 15 bucks, MSFT would be 93. much more upside gains from SUNW than MSFT. PS: bookmark this post and let's see how off I am in 6 months, ggg

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