Replies to post #66367 on Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

Zeev...

I believe your targets for MSFT, INTC, and AMAT will all be easily exceeded, and would add CSCO to that list of megacap stocks that are very overvalued, with a sub $10 target.

Have yourself a great weekend, and thanks again for the thread.

mlsoft

[Babylon]

I suppose you're right...although it wasn't a complaint so much as a observation, that's all.

....But don't get me started on that potential AMAT divergence in outperforming INTC by almost 250x from current levels to $12 (AMAT $13.53 to $12 is 11%, INTC from $16.34 to $12 is 26.5%). And not to mention the percentiles of one being above its lows, while the other far below. And, and! Oops...there I went again. <gg>

Anyway, thanks again for your input on the MSFT outlook for '03, as well as everything else.