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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: mattie who wrote (2124)	10/29/1997 6:30:00 PM
From: Crossy	Respond to of 37387

Mattie, just to set some facts right: implied PE is not forward PE but momentary PE. No estimation necessary, just current quarter * 4. The problem is the break even point. To me it looks like SEG got to have 35% market share in order to just brake even. Below that they are in the red. Highly leveraged IMO. Total market value should grow by 20% annually up to year 2000. I like this industry. SEG is too risky for me now. If things clear up a bit I might change my position. Still good luck with your investment.. regards CROSSY