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To: stockman_scott who wrote (128889)5/26/1999 11:56:00 AM
From: edamo  Respond to of 176387
 
scott....csco msft up and strong

the market "perceives" these issues as ones with a future...very basic....for their guidance of same has been clear...



To: stockman_scott who wrote (128889)5/26/1999 12:03:00 PM
From: Augustus Gloop  Respond to of 176387
 
Here is why:

CSCO - great growth that wont change anytime soon no matter what happens to the cpu industry (which I think will be just fine as will dell) It's all about Broadband baby!

MSFT - license to print money like most software companies plus they own the world.

PFE - They sell us the drugs we need to get past market dips <GG>



To: stockman_scott who wrote (128889)5/26/1999 12:05:00 PM
From: Mohan Marette  Read Replies (2) | Respond to of 176387
 
Think 'colored water'

scott:don't forget out buddies at Coke,growing at 10% (in a good year) with a P/E of close 50.Yeah,that is the ticket.