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To: KyrosL who wrote (97587)	4/24/2001 2:13:54 PM
From: Ilaine	Read Replies (2) \| Respond to of 436258

Meehan is still long term bullish - expects to see the year's highs in Q4, also short term bullish, but expects a significant pullback before Q4. >>I expect that Mr. Gumpspan’s moves will unleash greater inflationary pressures on the domestic economy, but that’s unlikely to be a major concern until sometime next year. In any case, he’s unlikely to repeat the same mistakes again, so the chance of another bubble forming under his watch is slim. Simply put the outsized gains that investors have come to expect since the mid- ‘90s are apt to be only fond memories in the new millennium. With the Fed very accommodative, tax cuts on the horizon and easy comps, I remain convinced that ’02 earnings growth will support higher prices. However, I might be forced to revisit my near-term targets (SPX 1350/COMP 2350), as the strength of this move has exceeded my expectations. I remain very optimistic in the short-term. Still, I see little reason to believe that the market will sail through the summer unscathed, and I expect that, as we reach the latter part of this quarter and sentiment becomes more bullish, we’re likely to see a significant pullback. Nonetheless, I believe we’ll see the year’s highs in Q4, as it becomes clear that the economy was never as bad as many had come to believe. << mornnews.com

To: KyrosL who wrote (97587)	4/24/2001 2:47:34 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 436258

that is my interpretation of this. this sounds like he took gonzo tech profits by selling. >>In any event, my proprietary momentum indicators flashed a sell signal, and it's now time for prudence and defensiveness. Tech and financial stocks should be significantly underweighted, and portfolios should be very heavily skewed toward absolute value. Government and agency bonds should perform well, especially as short-term rates will depress money-market rates. I believe that value will continue to outperform growth for a very long time. Traders should look to short rallies but keep stops tight and be quick to take profits, as I expect a 25 basis-point rate cut before the next Federal Open Market Committee meeting. Time waits for no one, and time is of the essence. It's now far better to err on the safe side than to speculate that lower short-term rates will cure all ills.<< thestreet.com

To: KyrosL who wrote (97587)	5/5/2001 10:04:51 PM
From: KyrosL	Read Replies (1) \| Respond to of 436258

NDX P/E ratio The P/E ratio of the 67 NDX companies with positive earnings is 33 - based on the last 12 month earnings as reported by Yahoo. The computation is dominated by the top few dominant market cap companies. Here is a list of the 67 NDX companies with earnings sorted by market cap. Earnings and market caps are in billions: Symbol p/e Mkt cap Earnings MSFT 38.07 $379.10 $9.96 INTC 25.59 $207.50 $8.11 CSCO 45.51 $142.90 $3.14 ORCL 14.82 $95.94 $6.47 DELL 30.78 $67.48 $2.19 AMGN 55.04 $65.09 $1.18 SUNW 38.15 $64.38 $1.69 ERICY 35.03 $55.60 $1.59 WCOM 14.57 $53.68 $3.68 QCOM 661.12 $46.64 $0.07 CMCSK 20.51 $42.31 $2.06 AMAT 19.7 $41.74 $2.12 SEBL 94.63 $21.65 $0.23 JNPR 94.29 $19.54 $0.21 MXIM 47.64 $17.46 $0.37 LLTC 38.07 $16.24 $0.43 CIEN 130.14 $16.23 $0.12 COST 26.42 $16.14 $0.61 TLAB 21.56 $15.56 $0.72 CHKP 64.94 $15.39 $0.24 XLNX 458.1 $14.85 $0.03 BEAS 996.5 $14.12 $0.01 EBAY 212.85 $14.10 $0.07 FLEX 33.13 $12.50 $0.38 PAYX 49.13 $12.41 $0.25 CMVT 48.23 $11.47 $0.24 PSFT 66.93 $11.24 $0.17 CEFT 78.2 $10.88 $0.14 BRCD 121.42 $10.77 $0.09 ALTR 22.71 $10.46 $0.46 SANM 32.63 $10.46 $0.32 ADBE 35.33 $9.89 $0.28 GENZ 90.03 $9.76 $0.11 CHIR 449.31 $8.93 $0.02 AAPL 42.96 $8.92 $0.21 BGEN 30.52 $8.59 $0.28 IMNX 53.64 $8.56 $0.16 ERTS 287.74 $8.26 $0.03 MEDI 50.01 $8.24 $0.16 NTAP 92.36 $8.19 $0.09 MOLX 29.72 $7.85 $0.26 IDPH 88.43 $7.66 $0.09 BBBY 46.24 $7.63 $0.17 BMET 39.77 $7.61 $0.19 SPLS 108.87 $7.53 $0.07 CTAS 36.19 $7.53 $0.21 INTU 22.23 $7.25 $0.33 NVLS 24.62 $7.20 $0.29 SBUX 71.51 $7.19 $0.10 VTSS 156.32 $6.73 $0.04 FISV 35.52 $6.59 $0.19 ATML 23.89 $6.58 $0.28 ADCT 7.21 $6.14 $0.85 MERQ 87.55 $5.50 $0.06 CTXS 65.66 $5.33 $0.08 SPOT 71.35 $5.33 $0.07 TMPW 96.74 $5.31 $0.05 RFMD 140.1 $5.29 $0.04 PALM 96.94 $4.76 $0.05 QLGC 59.21 $4.54 $0.08 RATL 65.66 $4.45 $0.07 PCAR 11.1 $3.68 $0.33 CPWR 30.75 $3.63 $0.12 MCHP 26.53 $3.56 $0.13 SSCC 17.1 $3.50 $0.20 PMTC 321.71 $3.10 $0.01 NOVL 163.33 $1.72 $0.01 Kyros