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To: Glenn D. Rudolph who wrote (66972)	7/8/1999 11:21:00 AM
From: Olu Emuleomo	Read Replies (1) \| Respond to of 164684

>>>The 20 most inflated tech stocks: upside.com <<< Glenn, Those guys are losers. After the sharp pullback suffered by AOL, AMTD, CMGI, CSCO etc..., they are not about to underperform for a while. Inflated or not, they should continue to move higher in the near future. BTW, I aint selling my inflated AOL until 140....and then, selling only 1/2. --Olu E.

To: Glenn D. Rudolph who wrote (66972)	7/8/1999 12:31:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 164684

I have 10 of the 20. How do I sleep at night! :>)

To: Glenn D. Rudolph who wrote (66972)	7/8/1999 12:43:00 PM
From: 16yearcycle	Respond to of 164684

Here is my favorite part of the Upside article: "Microsoft faces strong rivals, so its revenue is only projected to grow at 25 percent a year. While the company deserves a premium valuation, it doesn't warrant a P/E that's twice its growth rate." "Strong rivals." Pretty funny, huh? Maybe that will be used in the trial. Have you guys checked the pe vs. growth rate on the list of companies on the S&P?! Plus, they have got MicroSoft's numbers screwed up anyway. Earnings are about 30% higher than they show and the growth rate will probably be about 20% higher than predicted for awhile so there is very little premium over growth. Upside could be right about msft, but it will be for the wrong reasons.