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To: Glenn D. Rudolph who wrote (28082)	4/20/2000 9:33:00 PM
From: yard_man	Read Replies (1) \| Respond to of 42523

That's FA -- no calculation of what one is paying for such earnings? Is it jsut earnings expected better this quarter than last ... I don't call that FA. I have my doubts about the 2nd half, but I don't think the markets are rational any more. I think the darlings are grossly over-valued and the game that has allowed this bubble to develop is about over ... When the market comes back to reasonable levels ... people will start looking at earnings (or more specifically the rate of change). this stock is a fad -- FA is next to meaningless

To: Glenn D. Rudolph who wrote (28082)	4/20/2000 9:41:00 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 42523

<<Earnings will be strong during H2 of this year and likely the market will reward it for that.>> I disagree. MSFT just announced they expect their EPS to be in the low single digits for the next year. INTC is also experiencing decelerating growth, as is DELL. Although WIN 2K will help spur demand (some), it currently trades at a trailing PE of 73. I anticipate general economic slowing in the last half of the year courtesy of BubbleBoy, particularly whacking cyclical techs (like SDRAM makers). Even if they manage to increase EPS to 5.00, it will be (and be interpreted by the market to be) nonreproducible. Result: even a PE of 15 would be too high THEN (and 73 certainly is obscene now).

To: Glenn D. Rudolph who wrote (28082)	4/20/2000 9:48:00 PM
From: IceShark	Read Replies (1) \| Respond to of 42523

Even if by some miracle it is way up, it will never justify the price. We last went to $97 or so in 95 when the expected forward eps was 17 bucks. A complete joke, as is the current price.