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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: paul e thomas who wrote (13410)12/19/1998 7:14:00 AM
From: JDN  Respond to of 13949
 
Dear Paul: It would certainly seem you are correct but watch the PE ratio. When there is a pullback, which I suspect will come early next year if not late this year, I would think those stocks with very high PE'S will suffer the earliest. But, then I am conservative. haha. JDN



To: paul e thomas who wrote (13410)12/20/1998 12:49:00 AM
From: Risky Business  Read Replies (1) | Respond to of 13949
 
IMRS vrs CHRZ

DEC 98

IMRS .19 (47.44%) (pe 56.8)
CHRZ .38 (36.73%) (pe 16.8)

Both companies will have actual upward earnings surprises.

Price as of 11/19/98

IMRS 25 11/16
CHRZ 21 3/16

I know you dont like CHRZ but I think CHRZ's will be = to if not higher than IMRS's price. I especially like CHRZ's domination in the baby bells.


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