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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Original Mad Dog who wrote (42555)	6/28/2000 3:16:00 PM
From: arno	Respond to of 63513

I give up...who?

To: Original Mad Dog who wrote (42555)	6/28/2000 3:21:00 PM
From: Doppler	Read Replies (1) \| Respond to of 63513

Second one might be AMZN. First one- I'll guess GP although the growth rate doesn't match what I would expect.

To: Original Mad Dog who wrote (42555)	6/28/2000 4:44:00 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 63513

Answer to trivia question: Company 1 is Motorola (MOT) Company 2 is Yahoo! (YHOO) I think there is a general perception that the April/May selloff wrung some of the excesses out of the market. Some, perhaps, but not all. What amazed me about these numbers was that Motorola has more than 30 times YHOO's sales, more than 7 times YHOO's net income, more than twice the cash on hand, pays a dividend, and is expected to grow earnings faster than YHOO in 2001, according to YHOO itself. And yet, YHOO has a market cap about $3B higher. Still. Even after YHOO has lost more than half its market cap since January 3. Here are the numbers again with the company names filled in: MOT has sales in excess of $30 billion YHOO has sales of less than $1 billion MOT has net income of over $1 billion YHOO has net income of less than $150 million MOT has cash on hand of more than $3 billion YHOO has cash on hand of less than $1.5 billion MOT has a Price to Earnings Ratio under 60 YHOO has a Price to Earnings Ratio over 500 MOT has a Price to Sales Ratio of less than 2 YHOO has a Price to Sales Ratio of almost 100 MOT pays a dividend YHOO does not MOT has an estimated year 2001 growth rate of 34.3% YHOO has an estimated year 2001 growth rate of 25.5% (source for both is Yahoo!Finance) YHOO has a higher market cap than MOT.