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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (1635)	8/1/2000 11:22:39 PM
From: wlheatmoon	Read Replies (2) \| Respond to of 2850

Value Research. Let me know what you think. No particular order. Part I...more to come tomorrow..I think. I'd like to look at earnings growth...next year's PE. The natural gas companies should have much lower forward PE's. AT looks like a great value play for the wireless. (D/E means debt to equity ratio) Co. Price 2yr range Div(%) PE cash book value D/E F 46 7/8 36-57 4.31 8.34 25.6B 23.26 5.44 GM 58 13/16 40-94 3.51% 6.37 8.5B 36.1 6.03 MO 25 3/4 18-51 7.6 7.34 4.22B 6.58 0.87 RJR 28 7/8 15-32 10.9 7.6 1.75B 67.3 0.29 AT 63 3/16 28-90 2.08 12.2 3.15M 13.68 0.85 SBC 43 11/16 35-60 2.38 22.1 677M 8.21 0.91 T 31 13/16 30-61 2.84 16 100M 25.65 0.46 ATO 20 1/8 14-30 5.53 36.8 23M 13.05 1.25 PGL 32 26-39 6.3 12 28M 23.1 1.16 BR 33 9/16 26-47 1.69 48 NA 15.17 0.81 EOG 30 7/8 14-35 0.47 6.18 33.4M 8.42 0.83 UCL 30 5/16 25-44 2.65 15.9 234M 9.25 1.20 DVN 46 21-61 0.44 31.34 50M 24.44 0.76

To: John Pitera who wrote (1635)	8/2/2000 9:15:11 AM
From: John Pitera	Read Replies (1) \| Respond to of 2850

PPOD thoughts copied from piff OT. PPOD has had Royal Ahold come in and buy more than half the company, and ahold is paying 3.75 for their stake. Ahold has 50 billion in global revenues from 7000 brick and mortar stores on 4 continents. Ahold has 20 billion US revenue from over 1000 US supermarkets. PPOD is their vehicle to get product to the customer. why not play around with a few calculations, say if 5% of revenues come from net sales for ahold and with a 1 or 2 or 3% margin. PPOD and WBVN will sell higher margin products to the customer, it's inevitable. everything from prepped fresh food which has higher margins to pharmacy, cosmetics healthcare prescriptions etc. what will PPOD's price to sales look like if revenues go up 10 or 20 fold in the next 12 to 18 months? I've listened to the PPOD CEO he is a dutch guy with a harvard MBA , 10 years in the grocery business and a deep belief in his ability to make PPOD execute. Drayton McLane is still involved in PPOD as an owner, and he has made a billion in the food distribution business, did so well that WMT bought one of his businesses in the '80's and made him a Sn VP. kick the tires. JOhn