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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (15574)1/4/1998 1:16:00 PM
From: Sonki  Respond to of 27012
 
judy, what do u thikn of asnd? EMC. i want to buy asnd for qa quick trade in ira do u think it's safe?

emc earaning growth of 27 and pe is 28 so it is very rightly priced.
move up from here will be slow but there room to grow as analysts are just begining to upgrade it.

no it's not time to short but if u r a trader it maybe time to take profit. intermideate holder can wiat for 32. by end of year this can be a $39 stock which would be up 30% from here.

judy, we talked about sunw, how truff wanted to short and i want to long. I told truff to uncover her short. now sun/intel deal is spelled out in Barrons this weeked shorts will be in trouble.

short: do you think drillers are doomed? i m out fsesx cuz i think oil prices will drop sharply and this may not effect the earning of drillers but phsycologically drillers will go down.



To: Judy who wrote (15574)1/4/1998 4:23:00 PM
From: Nancy  Read Replies (1) | Respond to of 27012
 
EMC Numbers per Zacks

at price of 24.13, Zack's rating is hold. Biggest competitor IBM.

est 1997 1.04, 1998 1.31, 26% est growth rate.
p/e 29 on 97 earnings, p/e 23 on 98 earnings based on $30.

historical weakest quarter is 1st Q and strongest is 4th Q.
so 12/97 should be their strongest for 1997.

1Q 97 0.22, 2Q 97 0.25, 3Q 97 0.25 (est was 0.26 missed by 1c)
4Q est 0.32.