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To: hitsoft17 who wrote (82403)	12/21/2000 6:50:58 PM
From: Steve Warkentin	Respond to of 95453

Usually great companies are afforded higher PE's and the 2rd or 3rd tier companies seem cheap. In this nervous market it would be wise to stick to companies raking in billion dollar profits with the higher ( but not outrageous) PE's. On/off topic: DNR seems like a gem..........anyone agree?

To: hitsoft17 who wrote (82403)	12/22/2000 2:31:35 AM
From: energyplay	Read Replies (1) \| Respond to of 95453

NatSemi NSM NSM does not have strong pricing power. In a recession BOTH their unit volume and prices for their "commodity" type parts drop. This means the E (earnings) drop, bringing it back to reasonable P/E , but not the way you want. I would expect you could buy it cheaper in the summer. Also, I expect that other semi companies will come back first. There are much better semi companies. I would expect layoffs in Jan-March so they can show a good profit for their fiscal year that ends in May.