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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Frodo Baxter who wrote (588)	7/16/1998 11:24:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

Lawrence, Coke is an intellectual short. Pumping earnings with asset sales, flat earnings, relatively low case sales growth, and on and on. Problem is, no mutual fund or pension fund manager ever got fired for owning KO and some achieve god-like status for holding on to it. You get a market dip, you buy KO. Its a rule. Its just not intellectually pleasing <g>. It's a bubble, baby, and I'm riding it with eyes wide open Yogi (The guy whistling by your office window on Black Monday <vbg>)

To: Frodo Baxter who wrote (588)	7/17/1998 12:10:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 2025

Re: KO Sooner or later the market cap catches up to earnings, or lack thereof. I believe that or else I wouldn't be an equity investor. Re: MSFT You think 25% earnings growth merits a multiple of 75? Maybe if the company was small, nimble, and lots of virgin markets to expand into. Re: YHOO Yahoo may be a more egregious overvaluation situation but the problem with rockets like that is they tend to accelerate before exploding. I wouldn't short it until it has unequivocally run out of gas. --- Graphics chipsets now a trend news.com Silicon Integrated Systems (SiS) introduced a Pentium [Socket 7] chipset that integrates 3D graphics chips ... ...chipset will enable system bus speeds of 100 MHz... What this article doesn't have are specs on the video subsystem of the chipset. The i740 is a relatively powerful piece of 3D hardware to bundle into a chipset. I think there's a good chance Whitney will destroy the low and mid end of the video markets, walking S3, ATI, Trident, and perhaps even nVidia and Matrox off the same plank VLSI, OPTi, et al. walked in 1995.