To: Harold S. Kirby who wrote (27714 ) 2/5/1999 8:31:00 PM From: bgg Read Replies (1) | Respond to
Harold -- Ouch! Guess I didn't spell out my point clearly. EPS is certainly a big factor in evaluating stocks. When I look at a company's earnings performance and future prospects, I look at far more than EPS (earnings per share? Is that right?). I look at the entire package, including profitability, GMs, revenue growth, future market potential, management, industry dynamics, etc. This was my point. I submit that if you had to make a decision to play CSCO or COMS based solely on EPS numbers and PE, you would choose the wrong investment. And please, I'm talking about long-term here, not the past. You haven't said anything in your blastmail response that says my fundamental argument is invalid. I still submit that CSCOs earnings picture is not the same as COMS. Earnings means more than EPS buddy. So, if you want to throw your "Business community" intellectual BS rhetoric at me, fine. However, if you can only take cuts at my business/investor knowledge, yet not tell me why my original is flawed, you come across as pretty weak -- not to mention a little narrow minded -- earnings performance should mean more to you than EPS.
