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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (14089)	8/7/2001 10:01:07 PM
From: Wayners	Read Replies (1) \| Respond to of 52237

Yea it would be nice if there were more EPS models out there, but everytime I do a plot showing sequential or even year over year EPS and compare that graph to the stock prices of just about any stock price I never seen any correlation, wheras the sales growth nearly always jives very well with the stock price. Even after the big bear market, it looks like P/Es still aren't being used. I can't explain it, all I can do is try to do what everybody else is doing and using sales growth as the number 1 proxy for growth, even for companies making money. I didn't hear the conference call but heard your points on CNBC recap. I think the guidance for next quarter is flat sales growth. Don't know if thats sequential or year over year. If its year over year, then that sure is an improvement over the -25% this quarter.