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To: UnBelievable who wrote (50948)	12/23/2000 10:50:36 AM
From: UnBelievable	Respond to of 436258

More Trouble Ahead Fred Hickey still sees few opportunities in the sector despite the Nasdaq's plunge. His best bets are Motorola and a bunch of depressed stocks like Compuware and Adaptec that could get a bounce in early 2001. Hickey argues that Intel, Oracle and Nokia still are overvalued. Market Price Change 52 week Earnings* P/E Ratio* Value Company 12/21/00 YTD High Low 2000 2001 2000 2001 (Bils) Intel $33.13 -19.5% 76 31 $1.64 $1.52 20.2 21.9 $222.9 Hickey's view: Vulnerable to PC slowdown, AMD challenge Microsoft 43.44 -62.8 120 40 1.79 1.87 24.2 23.3 231.6 Hickey's view: PC woes hurt, but still has desktop dominance Oracle 29.50 5.3 47 21 0.44 0.54 67.8 54.9 165.1 Hickey's view: Sports high P/E given its 15% revenue growth Dell Computer 17.19 -66.3 60 16 0.91 1.10 18.8 15.7 44.5 Hickey's view: Had lower P/E in early 1990s; non PC growth may help Motorola 17.50 -64.3 62 15 0.84 0.85 20.9 20.7 38.2 Hickey's view: One of best tech bets. Trades for just one times sales Gateway 17.09 -76.3 76 16 1.61 1.88 10.6 9.1 5.5 Hickey's view: Reliant on eroding consumer PC market. Financing woes? IBM 81.56 -24.4 135 80 4.43 5.01 18.4 16.3 143.1 Hickey's view: CEO Gerstner's financial moves mask weak sales growth Hewlett-Packard 29.38 -33.8 69 29 1.76 1.97 16.7 14.9 58.1 Hickey's view: Great franchise. Hopes CEO Fiorina doesn't wreck it Nokia 39.94 -16.4 63 27 0.73 0.93 54.9 42.8 186.9 Hickey's view: Wireless phone giant may suffer from economic slowdown Apple Computer 14.06 -72.6 76 13 0.55 0.67 25.8 21.1 4.6 Hickey's view: Now losing money, but boasts cash-rich balance sheet Veritas Software 85.94 -9.9 174 72 0.58 0.85 148.0 101.0 33.5 Hickey's view: Still sports huge P/E ratio. Fetches over 30 times sales Bounce candidates: Adaptec, Novell, Parametric Technology, Compuware, BMC Hickey's view: Battered stocks could rise in early 2001 *Based on projected calendar year earnings