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To: Mick Mørmøny who wrote (136538)7/14/1999 1:17:00 PM
From: Chuzzlewit  Respond to of 176387
 
Good morning Bennie,

Thank you so much for your kind comments. But you should take my analysis with several large doses of salt. The issues with which I dealt concerned prices below which I would consider buying the securities. They were not predictions of where the market will go. Nor has this pricing model stood the test of time -- it is simply the way I look at stocks.

A couple of points you should be aware of:

Some stocks, (notably companies that have a brand name and own the "franchise" -- companies like CSCO, and MSFT) routinely trade at levels higher than my model would indicate as "full price".

Others, (most typically established software firms where Y2K fears abound -- companies like BMCS and CA) trade at lower prices than my model prices them.

I have not yet updated the list -- I will wait until after earnings are published.

*****

Maxine thanks you for your wishes.

TTFN,
CTC