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To: Mighty Mizzou who wrote (55587)	10/8/1998 8:56:00 PM
From: michael modeme	Read Replies (1) \| Respond to of 61433

Earnings growth is earnings growth is earnings growth. If the growth is there then the valuations will follow, period. This can be demonstrated by plotting projected earnings growth vs. P/E ratio for all stocks (technology and otherwise)...what do you get -- a very nice positive linear relationship. It therefore follows that no matter what kind of widget you make, what counts (highly correlated) in terms of stock price is your bottom-line growth. So, when a stock gets hammered due to factors other than fundamentals, it's time to buy (if you're a long-term investor). Cheers.

To: Mighty Mizzou who wrote (55587)	10/8/1998 9:20:00 PM
From: Diamond Jim	Respond to of 61433

High tech's fascination shine is wearing off like an old Christmas toy and tech manufacturers are turning into commodities. It happened to Altera, Xilinx, US Robotics, 3Com, Zoom, Gateway, Apple, AMD, HP, Novell, Compaq, to name a just a few. Next on the list CSCO, MSFT, INTC, DELL and other biggies. +++++++++ Yes, I agree, CPU's lead the downfall, now all else is following. Check out TRW's stock price. fallen due to automotive components declining price. jim

To: Mighty Mizzou who wrote (55587)	10/8/1998 9:37:00 PM
From: Peppe	Respond to of 61433

MM, You wrote: < High tech's fascination shine is wearing off like an old Christmas toy and tech manufacturers are turning into commodities. It happened to Altera, Xilinx, US Robotics, 3Com, Zoom, Gateway, Apple, AMD, HP, Novell, Compaq, to name a just a few. Next on the list CSCO, MSFT, INTC, DELL and other biggies. This correction is a total reevaluation> SO what your saying is that in the market that is lead by : MSFT:- Apple, Novell have suffered. CSCO:- USRX,COMS have suffered INTC:- AMD has suffered DELL:- Compaq has suffered. The market leaders have taken a shave but over the last 12 months, have still outperformed competitors. This market is punishing the leaders LAST but when the market recovers, MSFT, INTC, CSCO and DELL will lead the charge. <Dont flame me, please. > Not a flame, just a difference of opinion. Hope your dinner didn't burn <ggg> Cheers, Peppe