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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 34.75+1.2%1:56 PM EST

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To: Dennis who wrote (15718)1/8/1998 10:27:00 AM
From: Sonki  Read Replies (4) of 27012
 
dennis, i have bot it at higher price then today. aLSO, i m going to cut down on posts as i m not sure these days what is going on.

i hate to see some one make profits/loss because what i post here.
i think we will soon do well intel and sunw. please read my following homework and decide for yourself what to do. with the same earning
sunw can trade anywhere depending on PE street wants to assign.

==================================================================
I POSTED FOLLOWING IN DECEMBER SUNW / MSFT LOW MED HI TARGETS.

i made the follwoing table using zack june 99 erning for msft and sunw earning. note:
Merced related earning is not in the picture. but
also note sunw has moved from 1.7 to 1.5, inte = 2.0 and msft 1.8

the followig table shows best, worst case for pe and targets.

..........todays'pe... optimistic pe..........worst case pe.
msft: 3.96 * 44.7 = 177 50 = 198.............. 35pe = 138.6
sunw: 2.70 * 20.0 = $54 { 25=$ 67 |30 =$ 81 } 15pe = $40.5

would some one care to comment on my worst case pe, could you see it
lower in a bear market?

Point is if I m right about worst case there is a no loose situation in both of these stocks.
Msft at 120 has a slight better upside in the worst case.
On the other hand, SUNW has 100% upside while msft has 65% upside in the best case
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