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To: MR. PANAMA (I am a PLAYER) who wrote (27423)1/30/1998 2:03:00 AM
From: Kerry Phineas  Respond to of 53903
 
BM, commodity companies should be bought when they are cheap. MU's currently got a $7B price tag. Not too cheap, imo.



To: MR. PANAMA (I am a PLAYER) who wrote (27423)1/30/1998 2:03:00 AM
From: TREND1  Read Replies (1) | Respond to of 53903
 
Bateman
You wrote:
Key commodity companies should be bought when the earnings are negative or slim . Likewise sold when the P/E are "low".

Bateman
You may be the "joker"
But your knowledge of cycle stocks is very very wise !

Larry Dudash