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Technology Stocks : INTEL TRADER
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To: MonsieurGonzo who wrote (4886)12/19/1998 11:53:00 AM
From: Berney  Read Replies (2) of 11051
 
MG, Re: The Core of The Whale

First, I think you should get a list of Fidelity Magellan's holding.
I think you would be amazed how closely it mirrors your suggested core
holdings.

Your list is indeed impressive. Frankly, however, my review
absolutely scares me when we apply FA tests to the group.
Nevertheless, while we recognize that FA doesn't work in this market,
if these stocks ever return to their historical averages, the fall
will indeed be significant.

CURRENT HISTORICAL EPS PROJ FA
SYMBOL PE AVERAGE ROE GROWTH SCORE

DELL 71.7 19.9 73.0 30.0 5
MSFT 67.8 28.7 26.8 23.8 3
INTC 37.0 15.8 36.0 20.0 6
AMAT 60.4 19.5 16.9 22.8 1
CSCO 96.1 33.5 19.0 28.3 3
LU 133.8 NM 16.0 22.3 2
NOK.A 39.5 17.8 30.9 22.6 3
TWX NM NM .7 16.6 1
AOL 325.8 NM 15.4 49.2 1
EMC 61.2 21.3 22.7 27.7 2
MRK 34.7 22.7 36.6 13.9 3
PFE 69.3 29.8 27.9 19.5 2
SGP 46.2 21.9 51.2 15.6 2
WLA 55.1 25.4 30.7 24.9 2
AMGN 29.0 24.2 30.1 12.6 5
BGEN 48.9 NM 16.6 27.6 5
WMT 42.2 20.8 19.1 13.8 2
BBY 32.1 46.0 16.9 21.1 4
HD 57.8 33.8 16.3 23.0 1
GPS 39.9 19.6 33.7 19.1 3
WAG 52.4 25.5 18.4 15.8 3
SWY 36.0 21.3 25.9 16.6 2
WCOM NM NM 2.6 30.7 -1
DT 46.5 NM 7.4 11.0 2
FTE 31.3 NA 2.7 8.5 -2
TLD 77.2 19.0 5.7 10.0 1
SCM NO DATA
AIB 19.9 11.4 20.2 16.0 5
AEG 51.5 14.8 12.8 16.2 3

Berney
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