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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: ChrisJP who wrote (56320)	6/6/2002 7:36:09 PM
From: Dave Gore	Read Replies (2) \| Respond to of 208838

Good points. You not only have to have reasonable PE's, you have to be able to trust the consensus out there. That's a big "IF" too. Still I would rather own ESST or WM right now, than TER. Not just because of low PE's but because I like the sector niches they are in. A company in the telecom sector with a low PE is not as valuable as one with the same PE in another sector that is more healthy or has a better outlook. Another important point involves the weak dollar. It's time to start thinking about which stocks will benefit from a weak dollar. Any ideas there Chris?