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Politics : Ask Michael Burke

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To: Mary Cluney who wrote (36020)	11/12/1998 4:22:00 PM
From: yard_man	Read Replies (1) of 132070

>>two year time frame to measure growth is at best not all that meaningful - at its worst it is deceitful.<< No investor simply looks at what happens over several years before deciding whether to buy, hold or sell an issue. If earnings momentum picks up in the negative direction or goes flat, there's going to be selling. Only looking at what is going on every couple of years would be a prescription for disaster. Looking at the overall margins, average selling prices, on a quarterly basis makes sense as does the trends for the market being supplied -- i.e. PC's. Perhaps you see corps buying boxes at ever-increasing rates and the prices going back up? Where does INTC get the lion's share of its revenues, mpcs that go into PC's?

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