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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: dieselfuel who wrote (45539)	1/15/2001 10:40:19 PM
From: American Spirit	Respond to of 57584

Euro influence: Major tech firms like AAPL, CPQ, IBM etc are huge in Europe and Asia. And European and Japanese tech companies stocks are more expensive than their US counterparts for some reason. Therefore as these computer companies touch bottom (close to bottoms now) they become superior buys. AAPL has the best cash position vs. market cap of any large tech company I've found. 4 billion is a lot of cash for a 5 billion market cap. It's huge. By comparison CPQ has 2.7 billion and a cap of more than ten billion. AAPL's troubles are only short term (assuming PC sales continuing growing internationally and then pick up again in the US later in the year). AAPl also has a captive niche of the audience. If you own a PC you have many choices, if you are Apple user you have only one. So low margins or not this is an excelent buy esp at this teensy PE also lower than any other in the sector.