Svejk, << never, never, short. Good for short term, but if you draw a line of the market over time, it goes up nicely. I say get in or get
out, but never short or play margins. This is MHO. >> Now for KG4!!!
Assuming you read all msgs on the thread KG4, since this one is in
response to Svejk, pronounced 'Svejk'. :-) this is an extrapolation
of earnings for you!
1st ALYD. qtr1 .10, qtr2, .16. With only a .06 delta between qtr1 and qtr2 added to qtr3 and four, we get .76 earnings. 20x = 15.2/share.
Now for Dell .22, .25, add +.03 for qtr3 and qtr4 and total is 1.06.
20x earnings = 21.2 / share. My guess is qtr3 may be .28, but I put
qtr4 at .22 again. Total = .97 and 20x = 19.4. We are in a flight to
earnings after this money crisis is over. See you in the teens, be
it ALYD or Dell. <ggg>
Larry |
