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 : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: stevenallen who wrote (61526)	7/22/2002 11:36:26 AM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

Hammer time for MSFT & IBM

To: stevenallen who wrote (61526)	7/22/2002 1:07:16 PM
From: Dave Gore	Respond to of 208838

Many companies have NEVER warned, so it's not the companies, it's just the valuation. That's an important fact to realize. Many defense stocks and dow 30 stocks in particular are cheap, as are others. Like everyone else I am happy to buy them even cheaper though, as people panic. NOC, RTN, CLX, PG, HNZ, WMT, MSFT, THQI, ITRI, etc. The list goes on. Meanwhile stocks like AMAT and INTC are way overvalued (on PE and Price to Sales, etc.), but probably nearing technically oversold. I prefer the former group.