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Technology Stocks : INTEL TRADER

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To: Berney who wrote (1568)12/18/1997 8:51:00 AM
From: smolejv@gmx.net  Read Replies (2) of 11051
 
>>LHSG ... did I get the PE right 193.5!!! Wow!!<<
Well, first thing my ma told me about stocks was "never buy anything with PE above 15". But then other kinds of girls surfaced up.

Take SAP: I guess it must be somewhere at 60. Every time I drive by their Waldorf headquarters (10:00 pm on #5 going south) the light are on all over the place and the hair on my neck bristles:"Go ahead, make my day..."

The general idea of sticking to the average P/E reflects the fact we'd rather be average than sorry. But hey, what about the future cash flow? Isn't that what we are buying - hopefully neatly discounted, like in INTC case?

Hint re LHSG - German Telecom is slashing prices by cca 30% come March 98. Somebody must be breathing down tjheir neck. Must be LHSG' customers - collecting [name connection timeoftheday length] information on the customers' calls and profiling us down to the bone to offer us tailored products and beat the competion into pulp.

Janko
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