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


To: Sam Citron who wrote (30064)7/21/1998 5:40:00 PM
From: Knighty Tin  Respond to of 132070
 
Sam, It suggests to me that nobody takes TXN estimates seriously as the chip analysts are a bunch of bozos, while Merck is never supposed to hiccup, much less stumble, at its high multiple. I have not liked the valuations of the big dopers for a long time. This is a group that was 70 pct. of my appreciation portfolio in 1993, but they have sure come back strong and now that representation has fallen by 70 pct. -g-

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