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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (26270)	2/28/1998 9:07:00 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 132070

Barry, "how long can the earnings multiples continue to expand for PC makers." All in all the computer stocks look pretty cheap to me. Of course, Dell is the obvious exception and CPQ is neither cheap nor expensive IMO. I'm not going by PE's mind you but rather the P/S's. Check this out: techstocks.com BTW -- What is the Panda Project with a P/S of 13ish? Sounds like the perfect stock to be bearish on.-gggg- Craig

To: yard_man who wrote (26270)	3/1/1998 12:42:00 PM
From: Knighty Tin	Respond to of 132070

Barry, Actually, the majority of pc companies have gone into the toilet along with the growth rate since I've been knocking them. Compaq and Dell have been the sole exceptions. Hewlett, IBM, Packard-Bell, AST, Acer, Apple (a different story, sort of), Digital, ATT, Toshiba, Sony, Gateway, and MUEI have all hit the skids fundamentally, though it isn't always reflected in the stock prices. I guess folks will feel that pcs are doing well as long as one co. in this fragmented industry has a growth rate. <G> MB