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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (3660)	12/3/1997 12:02:00 PM
From: Proud_Infidel	Respond to of 10921

Ian, Re:Which is the better investment? If you put your money in KO without doing research, you'll be better off within 3-5 years even if you paid too much at the start. This most likely will not be true for the coming years. KO has a top-notch brand name yes, but one must differentiate the company from the stock. KO is simply a great company which I would not buy now even if it fell 30%; it still would be too expensive. KO has beeen able to grow their eps consistently in part by buying and reselling their bottlers, giving them a growth rate in the mid-teens. Without this activity, their actual growth is near single digits. IMO, this would be akin to factoring in AMAT's litigation awards and calling them earnings. If I were a betting man, I would bet that AMAT will beat KO over the next 2, 5 and 10 year time horizons. KO (and the other large multinationals) desperately need a rest IMO and one of these days Wall Street will realize that you don't pay ANY PRICE for excellent branding with steady growth. Regards, Brian