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To: MonsieurGonzo who wrote (2568)	4/23/1998 1:15:00 AM
From: Berney	Read Replies (1) \| Respond to of 11051

Steve, Re: Smelly Socks and SOX I ran the sox stocks thru my FA scoring system. The results were interesting: ADI 1 AMAT 6 AMD -2 INTC 11 LLTC 2 LRCX 2 LSCC 2 LSI 2 MOT 2 MU 4 NSM -1 NVLS 0 TER 3 TXN 5 VLSI 0 XLNX 7 What was really interesting is that, unlike the banks where none of them were able to double their revenues, 10 of the 16 SOX were able to do it. But, the percentage that were able to achieve sequential annual EPS growth was actually less than the banks (only 4 of the 16). There were two that were able to do both: our beloved INTC and XLNX. The actions of the top ten big boys was really something to behold. These funds bought some 96M of the SOX stocks. Look at some of these numbers: TER 10.6M, 12.7%; VLSI 5.9M, 12.6%; LSCC 2.7M 11.4%; MU 22.7M, 10.7%; and NVLS 3.6M, 10.7%. Those are some big numbers! In fact, the only net outflow was LLTC and it was minor. All ten of the top ten were buying MU. Unlike the banks, only 5 were at a 5 year high PE ratio. In the final analysis, INTC is far ahead of the pack! Berney

To: MonsieurGonzo who wrote (2568)	4/23/1998 5:59:00 AM
From: Berney	Read Replies (1) \| Respond to of 11051

Steve et al, Some fun FA! All jesting aside, a long ago (six months or so), I came to realize that FA relates to a company and TA relates to a stock, and that one must recognize that we're buying the stock, and this thread contains TA giants. That said, let's have some FA fun (recognizing that over the long-term it's the FA that counts). Let's compare two of the tech powerhouses MSFT and INTC. Why is it that INTC consistently comes up on my FA, and, sadly, MSFT never does? Let me first state that my FA is always a little behind, and this exercise is done for the prices as of 3/31 (MSFT, 89.50; INTC, 78.06). Further, I relate everything to a stock's current PE ratio and the second column for each stock is related to the PE ratio at 3/31. MSFT INTC PE Ratio 60.1 18.4 Revenue Growth: 1 Year 31.0 .5 28.7 1.6 3 Year 34.7 .6 33.4 1.8 EPS Growth: 1 Year 53.8 .9 44.2 2.4 3 Year 40.9 .7 30.7 1.7 Return On Equity: 1 Year 30.3 .5 30.6 1.7 5 Year Average 29.2 .5 27.0 1.5 96 to 97 + + PE - Previous 5 Yr Hi 49.1 32.5 What the Big Boys were Doing in March 10/10 7/10 Number of Shares 21.2M 7.6M Percentage (out) .9 .5 Projected Growth Rate 24.4 .4 20.3 1.1 Current Ratio 2.9 2.8 Free Cash Flow 4190M 5719M Per Share 1.72 3.50 Revenues: 93 3753M 5844M 97 11358M 25070M Factor 3.0x 4.3x Earnings Per Share: 93 .39 .62 97 1.49 4.25 Factor 3.8x 4.3x Market Cap 217916 127711 This is a little exercise to let all know what I do when I post these little numbers of what my FA scoring system says. Now then, fellow dudes, if you were going bet your future on one of these two stocks, which would you choose? Good Night! I often wonder whether it would be better to have Bill's addiction or my fascination with numbers (I'll sleep on it). Berney