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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Aloha who wrote (17591)	5/19/1998 7:48:00 PM
From: j g cordes	Read Replies (2) \| Respond to of 25960

Aloha.. some stocks well above the 50 forward pe and a few near it: Company fwdPE Last 52 Wk Hi 52 Wk Lo 0 BROADCOM CORP CL A C BRCM 5300.0 53.00 70.00 47.00 1 PATHOGENESIS CORP C PGNS 525.9 36.81 40.75 25.13 2 JACOR COMMUNICATIONS INC C JCOR 354.2 53.13 63.63 33.75 3 YAHOO! INC C YHOO 284.3 116.56 129.63 20.59 4 TRITON ENERGY LTD A C OIL 262.5 39.38 48.44 25.56 5 SINCLAIR BROADCAST GP A C SBGI 252.5 50.50 62.25 23.75 6 AMERICA ONLINE INC C AOL 169.7 83.13 92.25 26.50 7 CLEAR CHANNEL COMM INC C CCU 165.1 95.75 101.00 50.63 8 RAMBUS INC C RMBS 164.9 42.88 86.75 27.75 9 TELEPHONE & DATA SYS INC C TDS 147.4 45.69 50.13 36.56 10 LHS GROUP INC C LHSG 143.5 114.81 147.50 30.38 11 DATA TRANSMISSION NETWRK C DTLN 137.9 42.75 46.00 25.75 12 SYNETICS INC C SNTC 136.0 61.19 65.25 34.75 13 HITACHI LTD C HIT 132.4 74.13 117.50 67.50 14 MEDIMMUNE INC C MEDI 130.0 52.00 59.25 14.50 15 DEKALB GENETICS CORP B C DKB 119.2 94.13 98.00 23.00 16 COMSAT CORP C CQ 114.4 37.75 42.75 20.31 17 CENTOCOR INC C CNTO 106.7 41.63 53.75 27.25 18 CHRIS-CRAFT INDUSTRIES C CCN 104.4 54.31 60.38 40.42 19 I2 TECHNOLOGIES INC C ITWO 102.0 73.44 80.00 26.00 20 HEFTEL BROADCASTING CL A C HBCCA 92.5 41.63 51.75 23.50 21 GENERAL MOTORS CORP CL H C GMH 92.2 54.38 57.88 30.70 22 PREMIER PARKS INC C PKS 91.7 54.13 61.00 29.50 23 LEUCADIA NATIONAL CORP C LUK 89.4 35.75 41.13 29.00 24 COCA-COLA ENTERPRISES C CCE 86.2 36.19 41.44 19.25 25 BAAN CO NV C BAANF 83.5 46.75 55.50 28.31 26 UNIVISION COMMUNICATIONS C UVN 82.2 38.63 42.00 16.81 27 BHC COMMUNICATIONS INC C BHC 81.8 139.00 145.31 108.13 28 ASPECT DEVELOPMENT C ASDV 81.1 63.25 71.00 21.50 29 SCM MICROSYSTEMS INC C SCMM 80.7 62.13 89.00 18.63 30 MINDSPRING ENTERPRISES C MSPG 76.2 61.00 85.25 9.13 31 NETWORK SOLUTIONS INC A C NSOL 74.8 40.38 58.00 11.75 32 MANUGISTICS GROUP INC C MANU 74.2 59.38 66.38 28.50 33 BOISE CASCADE CORP C BCC 70.4 37.31 45.56 27.75 34 PEOPLESOFT INC C PSFT 67.9 46.88 57.44 23.56 35 UNIPHASE CORP C UNPH 64.8 55.06 60.38 24.50 36 LERNOUT&HAUSPIE SPCH NV C LHSPF 64.5 47.75 68.00 11.50 37 EMMIS BROADCASTING CL A C EMMS 64.2 44.31 57.13 36.25 38 NETWORK APPLIANCE INC C NTAP 64.2 37.25 40.00 17.00 39 AMERADA HESS CORP C AHC 63.2 56.25 64.50 48.31 40 DOCUMENTUM INC C DCTM 62.6 48.81 59.63 18.50 41 DELTA & PINE LAND CO C DLP 62.3 43.00 54.00 21.38 42 SAPIENT CORPORATION C SAPE 62.0 43.38 57.88 21.38 43 NIPPON TEL & TEL ADS C NTT 61.2 41.00 52.50 35.56 44 SAFEGUARD SCIENTIFIC INC C SFE 60.9 42.63 44.75 24.75 45 MINIMED INC C MNMD 59.4 52.25 58.75 23.50 46 CBT GROUP PLC IRELAND C CBTSY 59.3 48.00 57.00 24.50 47 GENENTECH INC C GNE 58.8 72.38 73.75 56.50 48 VERITAS SOFTWARE CORP C VRTS 58.7 54.56 65.50 28.35 49 ADMINISTAFF INC C ASF 58.0 42.31 49.00 17.75 50 COX RADIO INC C CXR 56.7 44.19 51.38 21.63 51 SEAGRAM CO LTD C VO 56.5 41.81 43.44 30.25 52 WESCO FINANCIAL CORP C WSC 56.2 365.00 386.00 258.00 53 PAYCHEX INC C PAYX 55.5 52.75 59.75 32.50 54 CAMBRIDGE TECH PARTNERS C CATP 54.9 52.13 57.50 29.75 55 PFIZER INC C PFE 54.5 110.69 121.75 49.56 56 WHITTMAN-HART INC C WHIT 53.8 37.63 47.63 23.75 57 INTUIT INC C INTU 52.9 45.00 54.94 22.63 58 ARBOR SOFTWARE CORP C ARSW 52.0 42.63 53.25 26.00 59 ADVANCED FIBRE COMMUN C AFCI 51.6 38.69 44.75 22.00 60 DELL COMPUTER CORP C DELL 51.4 94.50 98.50 24.88 61 ENGINEERING ANIMATION C EAII 51.4 46.25 48.75 19.18 62 AIRTOUCH COMMUNICATIONS C ATI 51.2 49.69 57.56 25.13 63 TEKELEC C TKLC 51.1 48.00 51.75 14.38 64 SAVILLE SYSTS PLC ADR C SAVLY 50.7 46.13 58.00 20.25 65 MEDQUIST INC C MEDQ 50.6 45.00 49.75 16.51 66 WORLDCOM INC C WCOM 50.6 44.06 45.38 25.50 67 MICROSOFT CORP C MSFT 50.6 86.06 99.13 58.75 68 LABOR READY INC C LBOR 49.8 35.38 36.13 5.34 69 PANAMSAT CORP C SPOT 49.8 56.25 66.13 28.00 70 FILENET CORP C FILE 49.5 55.00 60.25 13.13 71 INCYTE PHARMACEUTICALS C INCY 49.5 37.13 51.00 29.81 72 GRUPO TELEVISA SA GDR C TV 49.1 37.81 43.25 25.50 73 STARBUCKS CORPORATION C SBUX 49.1 47.13 49.00 29.50 74 PACIFIC GATEWAY EXCHANGE C PGEX 48.8 52.19 62.00 21.75 75 SNYDER COMMUNICATIONS C SNC 48.7 42.38 54.19 23.88 76 QUINTILES TRANSNATIONAL C QTRN 48.3 49.75 52.44 29.25 77 VODAFONE GR PLC ADR C VOD 47.5 104.94 113.00 43.63 78 ORBITAL SCIENCES CORP C ORBI 47.5 40.88 50.00 15.63 79 RELTEC CORP C RLT 47.5 40.38 49.13 34.31 80 MCI COMMUNICATIONS CORP C MCIC 47.4 51.19 53.00 27.31 81 ABACUS DIRECT CORP C ABDR 47.2 50.00 58.38 24.50 82 COCA-COLA CO C KO 46.9 77.38 81.38 50.00 83 FORRESTER RESEARCH INC C FORR 46.9 38.00 39.50 18.50 84 CENTRAL PARKING CORP C PK 46.8 44.94 49.38 20.34 85 HBO & CO C HBOC 46.7 60.69 63.75 31.13 86 WARNER LAMBERT CO C WLA 46.2 194.00 194.06 97.00 87 SUPERIOR CONSULTANT HLD C SUPC 45.6 41.50 42.88 27.00 88 DEVRY INC C DV 45.3 39.00 40.56 25.00 89 HNC SOFTWARE INC C HNCS 44.9 38.63 43.63 30.00 90 LUCENT TECHNOLOGIES INC C LU 44.7 71.56 79.00 31.00 91 CISCO SYSTEMS INC C CSCO 44.7 77.75 77.94 41.69 92 GEMSTAR INTL GR LTD ORD C GMSTF 44.6 41.00 45.44 15.13 93 GEORGIA PACIFIC CP GEORG C GP 44.5 75.19 81.00 52.00 94 MONSANTO CO C MTC 44.3 54.50 58.19 36.38 95 FOREST LABORATORIES INC C FRX 44.1 36.13 40.50 20.06 96 COMPUWARE CORP C CPWR 43.7 42.81 53.38 21.50 97 COHERENT COMMUN SYSTEMS C CCSC 42.9 49.38 51.13 19.38 98 ANADARKO PETROLEUM CORP C APC 42.8 67.25 76.75 52.88 99 CINTAS CORP C CTAS 42.5 48.50 52.88 30.50 100 KEANE INC C KEA 42.3 47.00 59.44 24.00 101 SPRINT CORP C FON 41.6 74.00 75.63 44.00

To: Mr. Aloha who wrote (17591)	5/19/1998 8:04:00 PM
From: Greg Jung	Respond to of 25960

With the minor exception of HWP, all of the computer manufacturers had revenue decreases in previous Q .vs. quarter before. It is a seasonal effect that the $3737 revenue is inflated relative to the growth curve. Generally why one shouldn't be buying computer stocks in the spring. See IBM's earnings patterns, which are almost a complete repetition of the same four values, QE December 30% over the other three. Clearly the PE is high, simple as that. They are now a significant fraction of the Commodity PC business. There's no excuses in the numbers, nor in the outlook, its just time to sell. The share buyback program is executed at $44/share, for the 7 million shares they bought this Q, this comes to $308 million, so remarkably all of the earned income was distributed in the form of a share buyout. Greg