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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (4227)	8/10/2000 5:49:14 PM
From: Bosco	Read Replies (1) \| Respond to of 30051

Zeev - re: KEM, thx. As a value oriented [admittedly, my rehab isn't working :)] tech investor, it surely looks tempting. Morningstar even argued that would sport a 27 p/e even if it didn't earning a profit at all in the next 3 Qs [not sure if there is a possibility of having -ve profit to neutralize that though <vbg>!] Anyway, being on the other side from most people here, I ve leveraged a bit more than I have wanted --- which would be no leverage at all --- so I held off from my buying spree for the time being, especially in the light of the pending PPI and CPI. Speaking of these 2 #s, the recent string of #s seems to be benign, so I would think they may not be too bad. But of course, if they are good and the market doesn't response, it will actually be worse. Anyway, enough rambling :) best, Bosco