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Technology Stocks : USRX
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To: Proud_Infidel who wrote (14367)3/2/1997 7:38:00 PM
From: Glenn D. Rudolph   of 18024
 
< Companies like KO and MSFT, with P/E's of 43 and 51, respectively????
How can any MM posibbly justify buying these two and selling COMS/USRX
this past week?? What we're seeing now is the MM running for the exits
and trampling COMS, USRX , CSCO etc. >

Brian,

There is no justification. Purely fear. I believe the MMs will be back in droves over the next two weeks. The networking stocks in general deserve a P/E average of 40 to 50. MSFT and KO do not have the same percentage growth. Networking deserves a higher P/E or KO and MSF deserves a lower P/E. I would like to see the market efficient.

In either case, I will hold my positions for as long as it takes assuming the maintenance calls do not get out of hand. I do not expect that. I honestly feel we are at the bottom.

Good luck to us all and thank you to everyone that has given positive emotional support;)

Glenn
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