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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (12122)	1/16/2004 12:25:06 AM
From: Sig	Read Replies (3) \| Respond to of 13815

Having just suffered through a 3100 % gain in 10 days, I think the "next Dell" (or IBM) is right under our eyes somewhere here. The market is right, the economy is right Greg has some on his list, I have these potentials on my list: Nt, eres, plcm,fdry,jnpr,qcom,yhoo,glw If fact there are too many altogether. The problem is to somehow identify the right one, or ones. P/E is not relevant, Yhoo was 2000 once Price is not relevant, Dell was very often over $100/sh And its P/E was maybe 60 Another point is that Dell was an illusion in some ways. 1. It started at just the right time (1988) to become the stock of the decade , at a low IPO of $8. If that was $32 IPO a gain of 60000 % would be gain of only 15000 % and Csco or Aol would have outperformed Dell 2. It was not a smooth ride up , as dell dipped 66% in 1995, , and Dell often took 6 months to make a move up when Jdsu, Sdli, Yhoo, Qcom and even Cpq were moving fast. 3. Dell made one or two mistakes, then cured the problems. Perhaps the same is true of GLW and NT, who just could not handle the billions thrown their way and blew it. If they have corrected the problems, could now do better. I guess we have to pick up the most most likely looking stones in the field, heft their weight, hammer on them, lick off the dust, and see if there is diamond under the dirt. That is to say to buy some and see what it does, get familiar with it. Now all the analysts are trying to say they have the right stuff whether its the bios, the oils, the defense, the Reits,the funds, the walmarts or msft. OK for "investors" with big bucks, but thats not where the gold is Regards Sig