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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. Phillipps who wrote (1103)	9/30/1998 12:40:00 PM
From: George A. Roberts	Respond to of 14638

In the case of my passing on Cisco because the valuations were to high is just one of many examples of using pe to the detriment of making money in the market. Gateway was is, and has been valuation wise a buy and Dell a sell ,,,now which stock would you rather have owned in the last 5 years? I use pe and psr and debt and all that stuff ,,,but in doing so I have missed the god damm boat is what I am saying,,,I bought Bay over Cisco on valutaion. Bought Seagate too high with a low psr ,,,in short I just am pissed off and emotional ,,,i dont know what , why or how anymore,,, George

To: Kenneth E. Phillipps who wrote (1103)	9/30/1998 7:29:00 PM
From: Bong Lewis	Respond to of 14638

"If you're not going to use PE and PSR to value the stock, what are you going to use?" price to sale and/or return of equity. Sometime using current PE (trailing PE) is not accurate. There is a lot of stocks have low PE, but they keep going lower. If Warrent Buffet numbers are working, e.g., ROE, PE vs growth rate, Profit margin, Instrinsic value, market value, price-to-sale, etc., we all have been rich. Warrent is rich because he buys quality companies and holds them through bad times. Most of SI investors lost a few bucks then become noisy.