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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (34052)	2/5/2000 8:38:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

G, the trouble with fair value is that it doesn't take demand/supply into account. [Which is difficult or impossible to project Normally Supply/Demand is difficult to gauge. However, when you have CPQ, DELL, GTW etc all saying they are going to miss the Q because they cannot get enough chips, it doesn't take a rocket scientist to see that INTC's projected eps is most likely low for the forseeable future. It would logically follow, that INTC's fair value would deserve a greater market multiple than the overall market. Unless I am missing something here????? You see I do not understand Syder (il)logic:-) BK

To: Gottfried who wrote (34052)	2/6/2000 1:46:00 AM
From: Math Junkie	Respond to of 70976

<<Reminds me of a relative visiting and gasping at Bay area home prices. He thought they would be fairly valued at 1/3 the price.>> Yeah, that ought to be about right! <g>

To: Gottfried who wrote (34052)	2/6/2000 10:06:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Gottfried, re Bay Area home prices, as long as I've lived and worked here, a lot of companies have made noises about moving their headquarters out of here because of the high cost of housing. Strangely, not only do they stay, but they also expand here big time. Cisco has plans to expand to South San Jose and something like double their employee count. B2B companies are starting up all over the place. I think companies know their employees like the idea of being able to look down the street (or on Monster.com) and be able to get 5 offers. They're afraid to rock the boat, move. Tony