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

To: Knighty Tin who wrote (30984)	8/12/1998 12:03:00 AM
From: Amir Shalit	Read Replies (1) \| Respond to of 132070

Mikey, is anybody paying you to be nice ? <G> 4500 a fair price for the DOW? That still gives KO a multiple of 28 with 1% revenue growth and mid single digit phony eps growth. It makes more sense that the crash will follow more the '29 or '74 footsteps and result in about 75% decline adjusted for inflation. Actually, I know that you always hedge the fair value statement, saying that markets never trade at fair value. -G- Amir

To: Knighty Tin who wrote (30984)	8/12/1998 12:26:00 AM
From: Amir Shalit	Read Replies (1) \| Respond to of 132070

Mike, AMAT got only $600M in new orders and the stock is at $32 after a split? <G> Last time I followed AMAT eps, it made about a $1/share and the stock traded at 30 pre-split. That was about 2.5 years back. I still remember all the reasons not to buy the stock when it traded at $22/share pre-split about two years ago. What happened since? <VBG> Amir