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

To: Captain Jack who wrote (28017)	1/20/2002 3:17:54 AM
From: Lee Lichterman III	Read Replies (2) \| Respond to of 52237

Agree with your points for the most part. Yes, GE is a complex animal as they have always had a high PE yet the books are almost like ENE's. Even Buffet commented on their making 20% of pre tax profits from their pension fund yet you never see it mentioned in the mainstream press. Still, they are diversified so a slowdown in one area gets picked up in another. Personally I prefer TYC although their books are even worse to try and figure out as they play like CSCO constantly buying up other firms and then writing off the goodwill plunging the 10Qs and 10Ks into darkness and double speak that would make Greenspan proud. -ggg- Where to be, I would vote for all the above except big caps until they come back down to earth. Diversify, diversify, diversify! Also agree that MSFT will survive. They have enough cash that they will just buy most of these other techs that show promise after the last down leg hits. I imagine they will become the beast they started out trying to beat. it will likely end up being MSFT and IBM as the two titans of tech. The question will then be, who will be the next little start up to take them both on as the next generation produces a mini me Bill Gates. Good Luck, Lee