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To: Mary Cluney who wrote (38390)	10/30/1997 10:20:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 186894

UBS SECURITES- JOKER OF THE DAY: BUY TO HOLD What it means to me is "hey guys hold on, let's spook the joe and get in on the deal too,and then we will upgrade to 'strong buy' in a little while and make a killing'. Nice racket guys,funny thing is some people still go for this sort of crap from these guys.

To: Mary Cluney who wrote (38390)	10/30/1997 12:25:00 PM
From: Reginald Middleton	Read Replies (2) \| Respond to of 186894

<Does this empirical formula work?> Yes. See this "antiquated," yet functional ranking of companies by emarket value added as driven by economic value. The primary weakness of their method is that it is still primarily accounting based, although it still conerts accounting measures to economic "book" measures. While better than earnings based measures, it is still possible to lose shareholder value while gaining economic book value. The RCM proprietary method is based solely on market values, therefore the only goal is the creation of shareholder value. MVA Rank Company Value Market* Value Market Added* Value Economic Added* Return on capital Cost of capital 1995 1994 1 1 Coca-Cola Co. 97,096 87,820 2,140 37.25 11.96 2 2 General Electric Co. 131,810 80,792 1,852 17.5 13.52 3 4 Merck & Co., Inc. 83,231 63,440 1,115 19.61 13.46 4 7 Philip Morris Companies Inc. 92,539 51,628 1,165 17.32 14.45 5 5 Microsoft Corp. 49,739 44,850 1,345 49.98 13.11 6 8 Johnson & Johnson 58,144 42,541 841 19.83 13.86 7 9 AT&T; 135,213 40,205 -2,173 7.33 9.89 <If it works, that would mean your valuation methodology would reveal over and under valuations in the stock price. Therefore, you could be very rich by subscribing to your valuation methodolgy. Is this true?> It does work, if you know what you are doing. As for being rich, I'm not there yet but I am working on it:-) <Are you associated in any way with this New Media Financial? If you are, then how do you charge for your services?> Yes I am. The services (which are to be released in beta by next week) are primarily for institutions, therefore priced out of the range of the vast majority of SI patrons (excluding the Black-Scholes option simulator). I will however be amenable to answering questions and posting economic models form time to time. A toy that I am working on is the buy side analysts forecasts natural language database from Value Line Institutional. Go to the Data Warehouse link and click on the "query our..." link from the top menu of rcmfinancial.com

To: Mary Cluney who wrote (38390)	10/30/1997 12:25:00 PM
From: Reginald Middleton	Respond to of 186894

<Does this empirical formula work?> Yes. See this "antiquated," yet functional ranking of companies by emarket value added as driven by economic value. The primary weakness of their method is that it is still primarily accounting based, although it still conerts accounting measures to economic "book" measures. While better than earnings based measures, it is still possible to lose shareholder value while gaining economic book value. The RCM proprietary method is based solely on market values, therefore the only goal is the creation of shareholder value. MVA Rank Company Value Market* Value Market Added* Value Economic Added* Return on capital Cost of capital 1995 1994 1 1 Coca-Cola Co. 97,096 87,820 2,140 37.25 11.96 2 2 General Electric Co. 131,810 80,792 1,852 17.5 13.52 3 4 Merck & Co., Inc. 83,231 63,440 1,115 19.61 13.46 4 7 Philip Morris Companies Inc. 92,539 51,628 1,165 17.32 14.45 5 5 Microsoft Corp. 49,739 44,850 1,345 49.98 13.11 6 8 Johnson & Johnson 58,144 42,541 841 19.83 13.86 7 9 AT&T; 135,213 40,205 -2,173 7.33 9.89 <If it works, that would mean your valuation methodology would reveal over and under valuations in the stock price. Therefore, you could be very rich by subscribing to your valuation methodolgy. Is this true?> It does work, if you know what you are doing. As for being rich, I'm not there yet but I am working on it:-) <Are you associated in any way with this New Media Financial? If you are, then how do you charge for your services?> Yes I am. The services (which are to be released in beta by next week) are primarily for institutions, therefore priced out of the range of the vast majority of SI patrons (excluding the Black-Scholes option simulator). I will however be amenable to answering questions and posting economic models form time to time. A toy that I am working on is the buy side analysts forecasts natural language database from Value Line Institutional. Go to the Data Warehouse link and click on the "query our..." link from the top menu of rcmfinancial.com