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To: UnBelievable who wrote (50512)	12/21/2000 4:31:25 PM
From: Les H	Read Replies (3) \| Respond to of 436258

Amazon dropped from dividend reinvestment plan portfolio fool.com

To: UnBelievable who wrote (50512)	12/21/2000 4:34:29 PM
From: XBrit	Respond to of 436258

Harmonic (HLIT) 6 13/16 -17/32: Company warns for Q4; sees loss of $0.20-0.30; current EPS estimate is ($0.10); sees revenue of approximately $50 to $55 mln. Company says: in addition to the previously announced hold on shipments to AT&T Broadband, certain other customers have delayed anticipated orders or given the Company instructions to make no further shipments for the balance of the year.

To: UnBelievable who wrote (50512)	12/21/2000 5:31:59 PM
From: pater tenebrarum	Respond to of 436258

LOL...you forgot that IP also surprisingly warned yesterday.

To: UnBelievable who wrote (50512)	12/24/2000 3:49:38 PM
From: John Lacelle	Read Replies (2) \| Respond to of 436258

Un, The only problem I have is that you are using KO as an example of an Efficient Market. According to the old rules of the game, P/E should be roughly equal to estimated earnings growth for next year. This stock should be selling for about 10-20% of what it now. An efficient market would price this stock out to a reasonable level, not the irrationally exhuberant ones that we have seen over the past few years. -John

To: UnBelievable who wrote (50512)	12/26/2000 4:16:31 PM
From: smchan	Read Replies (2) \| Respond to of 436258

INTC, IBM, and MSFT are now considered value plays with PE's from 20 - 24. Then what do you make of AMD (5.4 PE) and SNDK (8.35 PE)? It would seem to me that AMD, INTC, and MSFT are all in the same boat: PC's. (I realize MSFT is a software company but their sales ought to more or less track to the PC industry. I eliminated IBM because they are much more than a PC maker.) I can't understand why INTC is not down further considering where AMD is currently priced. Sam