Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Uncle Frank who wrote (48832)	11/13/2001 6:14:31 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 54805

well, the difference is Comstock provides information on valuations. but that is obviously only useful if one considers valuation important. the Times article IMHO seems to provide a rehash of half-baked cookies from the CNBS larder.

To: Uncle Frank who wrote (48832)	11/13/2001 6:17:58 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 54805

uf, by the way, what did you find unuseful about the following from the Comstock article? this is the kind of information i find very interesting and compels me to consider the market overvalued. Microsoft is selling at 37 times estimated fiscal 2002 earnings despite tepid growth of 10% annually over the past three years. Intel is selling at 53 times estimated 2002 earnings, although it will probably earn less next year than in 1996. Cisco is at 86 times estimated fiscal 2002 earnings despite estimates that it will earn no more in 2002 than it did in 1997. If Cisco doubles its earnings for fiscal 2003, its price-earnings multiple will still be at 43. Dell is selling at 36 times fiscal 2003 estimated earnings, which is only 9% higher than three years earlier. Sun Microsystems will most likely lose money in fiscal 2002—enough said. Texas Instruments is estimated to earn 4 cents a share next year, its lowest since 1991. The stock is about 34