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

To: donald sew who wrote (22382)	10/23/2001 11:20:22 PM
From: sam_o	Respond to of 52237

Don........ We love your updates, long or short...whatever the size...they are worth every millimeter. As one of my girl friends used to say, oops... naw... we won't go there....... With the Anthrax field widening, the war ratching up, Israel acting the spoiled child, etc. etc. etc. The fundamentals just ain't the right flavor yet for good thoughts and rallies... So... flat to down would be what my crystal ball be saying...etc. etc.

To: donald sew who wrote (22382)	10/24/2001 12:29:56 AM
From: Lee Lichterman III	Read Replies (2) \| Respond to of 52237

What is up with the UOPIX? Did they do a reverse split? I just went to update our page after hanging up the phone with you and see they are quoting it at 28.25. Didn't want to call back this late as figured everyone else was a sleep. I know you don't follow FA but.... Some great and classic bubble quotes tonight. First QLGC from their conference call tonight according to Briefing.... 17:51 ET QLogic (QLGC) 36.08 -1.32: -- Update -- On call, company says that after DecQ, sales should grow 3%-8% sequentially for the next few quarters. Although company cautions that visibility is limited. So the next few quarters we can expect only 3-8% growth ASSUMING that their clouded guidance which has been wrong up to now is correct and for this QLGC commands a PE ratio of 51.94 according to Yahoo. That is about a PEG ratio of 17!!!!!!!!! PEG ratio are supposed to be under one to be a buy! Also was a book to Bill ratio tonight that the semi bulls were celebrating because it went up from 63 to 65. Right in the release it said orders dropped over 20% so it would have been horrendous except the WTC disaster slowed shipments to a stand still thus inflating the ratio. Again on the Semi front, report from semi analysts was that semis were expected to crater 33% this year but then they were forecasting growth in 2002 of 1%, yes 1%! In other words in 2003, 2 years from now, semi sales will be 32% lower than today and for this Semi PE ratios are still bloated compared to good times much less when predictions are for further slowing. Long live the bubble. Good Luck, Lee