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To: John Koligman who wrote (158007)	6/18/2000 10:24:00 PM
From: mepci	Respond to of 176388

John: Excellent article. I grew up in an era when real estate rentals are considered the best investment. And they had solid argument. The rule of thumb was 1% on your investment per month net-net-net returns. Even at 8 pe ratios they are certainly better investments than stocks. Except if stocks give the same returns, they are less of a headache. Of course there is no guarantee those stock returns are going to be given to you by the company to put bread on the table. The only reason stocks should be attractive at these pe ratios is that they have great PEG ratio, bringing the pe at current price and after 5 years earnings, sort time capsule investment. We all bought this argument. What some of the optimists are doing micro-guessing management's macro-estimates with possible additional revenues, but not possible additional costs. I refuse to go beyond the PEG ratio hype. We are giving management enough of a rope to hang with, with growth related calculations. Let us not get carried away with rainbows. Please see my reply(I will write it after this reply) to Kemble (actually I do have a lot of respect for Kemble, but not to his figures for y2001.