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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (23889)9/6/1998 10:05:00 PM
From: Big Bucks  Respond to of 70976
 
GM,
Re:
BB, the Greenspan/Yardeni model says stocks are 6.9% undervalued
as of last Friday


This is a pretty blanket statement, I'm sure some stocks are still
way overvalued relative to their future earnings performance going
forward, while others may be way undervalued due to economic circumstance. I will defer to the "experts".
Somehow I don't see some of the semi-equip mfg's as "undervalued"
relative to the business fundamentals that exist at this time. There
are some very good deals out there though. 8^)

BB