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To: Todd D. Wiener who wrote (3036)1/14/1998 12:01:00 AM
From: Sigmund  Read Replies (1) | Respond to of 14266
 
You never know. This may be a new phenomenon beating the consensus but not beating or even matching the TDW. But I can certainly live with $2 for next year. The point I wanted to make and you have confirmed is the tremendous percentage increase in profitability. It is one thing to have an increase in revenues but this increase in profitability is unreal. This should command a higher PE ratio than is customary for this sector I would think.

Assuming Europe follows Asia, the Dow should rocket up in the morning. Perhaps we will be able to break through the $20 1/2 barrier or more like open above it.



To: Todd D. Wiener who wrote (3036)1/14/1998 2:31:00 AM
From: Marc Newman  Read Replies (1) | Respond to of 14266
 
Todd, it will be very interesting for all of us to see how your numbers for this quarter stack up with what THQ reports. How much do you estimate for MacPax in Q1 btw?

Asian markets were great. Intel earnings very nice. Optimism is returning. But if we don't get an increase in trading volume it's hard to think we're going very far this week.

Marc