To: Jenna who wrote (114448 ) 10/3/2000 8:45:26 AM From: bobby is sleepless in seattle Read Replies (1) | Respond to of 120523 a post saved and reviewed last weekend, fwiw...Message 13763170 Some Members of Blimp Community: Cuts across sectors, not just technology. Also more factors to consider like PEG, projected P/E next 3-5 years.. etc. There are in every sector, and that's why 'earnings season' gets them out of the woodwork. ETEK Trades at a Premium PE Multiple of 201.3 X, vs. the 61.2 X average multiple at which the Communications Equipment SubIndustry is priced. CSCO Trades at a 34% Premium PE Multiple of 95.4 X, vs. the 71.4 X average multiple at which the Networking SubIndustry is priced. PMCS Trades at a Premium PE Multiple of 166.8 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. ITWO Trades at a Premium PE Multiple of 231.6 X, vs. the 44.1 X average multiple at which the Software & Services SubIndustry is priced. AMCC Trades at a Premium PE Multiple of 110.7 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced BRCM Trades at a Premium PE Multiple of 160.3 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. CREE Trades at a Premium PE Multiple of 120.1 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. Reigning blimp RMBS: Trades at a Premium PE Multiple of 246.9 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. CIEN Trades at a Premium PE Multiple of 181.4 X, vs. the 61.2 X average multiple at which the Communications Equipment SubIndustry is priced. SUNW Trades at a Premium PE Multiple of 74.9 X, vs. the 35.2 X average multiple at which the Computers SubIndustry is priced. NEWP Trades at a Premium PE Multiple of 98.6 X, vs. the 26.9 X average multiple at which the Diversified Technology SubIndustry is priced. MRVC Trades at a Premium PE Multiple of 176.1 X, vs. the 26.9 X average multiple at which the Diversified Technology SubIndustry is priced. MDT Trades at a 85% Premium PE Multiple of 52.0 X, vs. the 28.1 X average multiple at which the Medical Products SubIndustry is priced. MNMD Trades at a Premium PE Multiple of 94.8 X, vs. the 28.1 X average multiple at which the Medical Products SubIndustry is priced. SEBL Trades at a Premium PE Multiple of 126.0 X, vs. the 44.1 X average multiple at which the Software & Services SubIndustry is priced. SLIMLINE INVESTMENTS AMD Trades at a 57% Discount PE Multiple of 16.2 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. TXN Trades at a 30% Discount PE Multiple of 26.3 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. VSH Trades at a 57% Discount PE Multiple of 16.2 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. AMAT Trades at a 16% Discount PE Multiple of 31.8 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. AAPL Trades at a 33% Discount PE Multiple of 23.6 X, vs. the 35.2 X average multiple at which the Computers SubIndustry is priced. ROBV Trades at a 21% Discount PE Multiple of 21.1 X, vs. the 26.9 X average multiple at which the Diversified Technology SubIndustry is priced. BMET Trades at a 23% Discount PE Multiple of 21.6 X, vs. the 28.1 X average multiple at which the Medical Products SubIndustry is priced. INTC Trades at a 4% Discount PE Multiple of 36.3 X, vs. the 37.7 X average multiple at which the Semiconductors SubIndustry is priced. EMRTrades at a 53% Discount PE Multiple of 17.6 X, vs. the 37.3 X average multiple at which the Diversified Electronics SubIndustry is priced. CATrades at a 70% Discount PE Multiple of 13.1 X, vs. the 44.1 X average multiple at which the Software & Services SubIndustry is priced. ORBK Trades at a 61% Discount PE Multiple of 22.6 X, vs. the 58.2 X average multiple at which the Computer Peripherals SubIndustry is priced.