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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Cynic 2005 who wrote (10610)	12/9/1997 4:32:00 PM
From: Bonnie Bear	Respond to of 18056

The market leadership is in the brokerage stocks. Check out the valuation of Charles Schwab, at a new high. Insane. Just put Schwab stock in the Schwab pension mutual funds and people will keep buying it.

To: Cynic 2005 who wrote (10610)	12/9/1997 4:34:00 PM
From: yard_man	Read Replies (1) \| Respond to of 18056

Leave the Microsoft stock machine alne. Why, are they KP (Kahuna-proof)?

To: Cynic 2005 who wrote (10610)	12/9/1997 4:53:00 PM
From: Bipin Prasad	Read Replies (1) \| Respond to of 18056

Mohan and all, Who are left? Cisco and Microsoft! Here's one I recommend to all here. Check all my postings on AMTR from Dec 3. And look at the chart. Subject 13645 regards, BPP

To: Cynic 2005 who wrote (10610)	12/9/1997 5:24:00 PM
From: Jocelyn Ally	Respond to of 18056

J. Cramer provides an interesting view of the Oracle situation here: abcnews.com It seems to me that Oracle numbers were quite impacted, for a quarter that was in good part before SEA unfold. Jocelyn

To: Cynic 2005 who wrote (10610)	12/9/1997 10:08:00 PM
From: Cynic 2005	Read Replies (2) \| Respond to of 18056

To all: A factoid reg networkers: Networking equipment sales growth slowed to 16% rate in 1997 (26.4 bil from 22.8 bil in 1996.) In 96 the growth was 48%. Cisco, 3COM, CS and Bay grew more than 16%. Source: Today's IBD, page 2! Cisco rev. grew at 30% and profits at 29% during the last Q. -Mohan