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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (34100)	7/8/1998 10:39:00 PM
From: Jim McMannis	Respond to of 1571004

Haim, Lemmie splain something.... Billions are coming into the market every month through mutual funds...a lot of it through Index funds...the money is put to work in big names with growth in earnings or some major yet unrealized pie in the sky earnings...These are the big names...when they get on a roll they stay on it as the big money has to have them in the portfolio... You know the names... Jim PS...in the seventies they called them the nifty fifty.

To: Haim R. Branisteanu who wrote (34100)	7/8/1998 11:45:00 PM
From: Time Traveler	Respond to of 1571004

Present day P/E is not important. It is tomorrow's P/E that weighs in an professional investor's mind. MOT is having problems right now, but trading at price to sales ratio of almost 1:1, this company, with so much good high-tech stuff, can easily turn around with a management team change who possesses normal and very average IQ (or above). DELL has proved quarter, after quarter since the dark days of '93, that earnings are growing at a very steep slope, up. CSCO is same as DELL. LU has inherited the most effective research lab, Bell Labs. This company has 130K employees with a market cap of $97B compared with CSCO's 15K employees and $89B market cap. When things do kick in, LU still has a tremendous growth ahead of it. KO is a company catering to foods. Time Traveler drinks a 2-liter bottle of Classic Coke a day. There must be plenty of weird creatures who do. Classic coke being less in sugar and more in carbonation than that yucky Pepsi, it is a preferred light beverage for any semi-intelligent folks. Ko would still be there in a hundred years if no large asteroid nor comet would ever hit the mother earth in the mean time. The only ones that are purely speculative are YHOO, AMZN, and XCIT. However, they are only over-priced if nobody would bid as those ridiculous price. Yet, there are plenty of parties that would not mind to pay such over-inflated price for these internet stocks. Granted, these companies have very little capital expenditure like the semiconductor companies. Time Traveler