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To: MarkM who wrote (61725)	8/28/1998 9:07:00 AM
From: David Weis	Read Replies (2) \| Respond to of 176387

Hi MarkM. Your post about valuation and price/earnings prospects was directed at Kemble. I just have to warn you, man. You BETTER sit down!!!! Kemble is like.......well, like some of the rest of us outspoken DELLheads times 100000!!!! When he gets done explaining everything to you......remind me to ask you a question. Okay? o) David --- I have to go to work, NOW.

To: MarkM who wrote (61725)	8/28/1998 9:15:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 176387

re: I don't really understand valuation. Would appreciate some feedback. Here's my feedback, it's way too simple for most, but it's how I make my money in the market. Stocks are like land, it's what anyone is willing to pay for it. Sure you can try to do a valuation based on fundamentals and compare them to others companies in the industry, but this method lacks one important factor, investor perception. Investor perception rules the market! Sorry I know this is no help, but this is what I use. The trick is to how develop a feel for investor perceptions, it takes time, and years of watching the market. I watch the market like they did long ago, I'm a tape watcher of sorts. I still make mistakes, but I bail fast and never let a gain turn into a negative. Greg