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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (45037)	7/31/2001 11:33:46 AM
From: JHP	Respond to of 54805

well here again valuation matters! so if you want to arb the incorrect info of a p/e 170 to a p/e of 70 GOOD LUCK! how about an historical p/e average about 18? regards john

To: Uncle Frank who wrote (45037)	7/31/2001 12:13:45 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

If most of the investors are making their decisions based on incorrect data, it would seem to offer a wonderful arbitrage opportunity for informed investors. In my opinion, Yahoo research more often overstate's a company's performance rather than understates a company's performance. Look at QCOM's last quarter for example---Yahoo reports 22 cents per share earnings with no mention these are pro forma earnings. The Wall Street Journal, on the other hand, leads their QCOM story with the information that QCOM lost 36 cents per share. Huey