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Strategies & Market Trends : The New Millenium Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (256)	2/1/2000 9:10:00 AM
From: John Pitera	Read Replies (1) \| Respond to of 540

DIS could be put into different areas, but it's one of the premier content companies on planet earth. the trailing PE is 62 and the forward PE is 41 and the dividend yield is .1%, so it's not really a value stock. Unless we make the argument that there are meaningful assets, that other stock-currency rich companies would pay up to acquire by buying DIS. DIS was a greater contrarian play 4 months ago. I see you have ERICY.... you sure you want them over NOK, I know NOK is sky high in valuation, but are they executing demonstrably better than ERICY, MOT etc???? it's worth asking anyway. -vbg-