Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (54228)	4/1/1999 2:11:00 PM
From: yard_man	Read Replies (2) \| Respond to of 132070

interesting -- buying a 1/3 into a decline -- did you have some expire or are you simply adding more .. May, July?

To: Knighty Tin who wrote (54228)	4/1/1999 2:20:00 PM
From: Don Lloyd	Read Replies (2) \| Respond to of 132070

MB - (...Steve Smith, vice president of sales at Pionex Technologies, a PC OEM in Somerset, N.J., has seen strong demand from a $2,000 Pentium III system, particularly through the QVC shopping network. ) There obviously is a need for an IPO whose business plan is distribute stocks over QVC. -g- Regards, Don

To: Knighty Tin who wrote (54228)	4/1/1999 2:25:00 PM
From: yard_man	Respond to of 132070

To: Knighty Tin who wrote (54228)	4/1/1999 2:26:00 PM
From: yard_man	Respond to of 132070

You should have bought a day or two ago -- premie on that one really jumped today for some reason -- I was looking at May 100's yesterday -- traded at 1 1/8. Last bid I saw for them was 1 5/8. DELL puts still cheap and still getting cheap -- strange.

To: Knighty Tin who wrote (54228)	4/1/1999 3:07:00 PM
From: gnuman	Respond to of 132070

MB, How about a free PC every 36 months with internet access? And no advertisements! gobi.com

To: Knighty Tin who wrote (54228)	4/1/1999 4:59:00 PM
From: Tomato	Read Replies (2) \| Respond to of 132070

Mike, I have a question(s) that perhaps you can help me with. After reading and rereading the Buffettology book's ROE sections, I still don't get it. What, if any, is the relationship between ROE and p/e ratios? Take KO as an example - if I were to buy it today (which I won't) while it has a p/e of 43 and a ROE of say, 42, what does that tell me, if anything? There is something in Buffettology that states that it's ok to buy a stock at a high p/e if the ROE is high enough. Could you try to explain this to someone who has no accounting background. Also, is there any relationship between ROE and the growth rate?