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Technology Stocks : INTEL TRADER
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To: MonsieurGonzo who wrote (2589)4/23/1998 2:35:00 PM
From: Berney  Read Replies (1) of 11051
 
Steve, Re: Ride the Lady; Tame The Tiger

Okay, since you offered a reasonable change to my hypothesis, I thought I would offer a reasonable alternative to yours <vbg>

I contrasted them for the very reason you noted, that their past and future are somewhat dependent (the companies that is). IMO the stock is a different story. In my methodology, one is clearly a reasonable value and one is not.

I like to use the example of WMT. Until this past year, investors were underwater from five years before. That's a lot of time to be blowing bubbles. The co did everything they were supposed to do; doubled rev over the 5 years and had annual sequential EPS (again only 1 of 79 in the Index to do that and 1 of 4 in the DJIA). When expectations get above historical and projected performance, IMHO the party will eventually end.

But then, we have the future to see if we're right or wrong. That's what makes the game so interesting.

Berney
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