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To: Boplicity who wrote (1892)5/24/2000 10:23:00 AM
From: jhg_in_kc  Read Replies (1) | Respond to of 13572
 
Greg, EMC is at your target price of 108. eom



To: Boplicity who wrote (1892)5/24/2000 10:43:00 AM
From: slacker711  Read Replies (2) | Respond to of 13572
 
Where are you getting your PE's?

QCOM's trailing PE (at least on operating earnings) is around 80. The forward PE is right around 50....Starting to become a value play (at least by my definition).

Slacker



To: Boplicity who wrote (1892)5/24/2000 10:50:00 AM
From: mtnlady  Read Replies (1) | Respond to of 13572
 
Greg where do you think NTAP, SEBL, CREE and JDSU are going with their current PE ratio's vs. their forcasted growth? i.e. what do you think reasonable PE ratio's would be for these stocks and estimated subsequent prices.



To: Boplicity who wrote (1892)5/24/2000 12:10:00 PM
From: uel_Dave  Read Replies (1) | Respond to of 13572
 
<<I hold about that same amount I'm questioning the sanity of doing so,>>

Greg, are you going to be selling more QCOM then?
Are you waiting for the next ride up ?

TIA,

David