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No. of Recommendations: 3
  Bye; I'll be researching small caps with p/e's under 50. 

Well, I've been looking at where to put next years IRA
$ - a portfolio with heavy emphasis in GG stocks.
(MSFT, INTC, ORCL, CSCO, QCOM, SEBL, EMC, JNPR, ARBA,
EMC, SUNW, NOK, AMGN, YHOO, CRA)

I've been looking among these for "bargains."  My first 
back of the napkin look at all the above yielded these
as my best "bargains:"

              TTM        Debt/   Profit
       Price  P/E   P/S  Equity  Margin
MSFT  $45.50  27     11    0      41.98
ORCL   30.44  28     18   .06     63.28
INTC   32.81  22      7   .03     31.44

Now, I'm no expert at determining value, but I'd say 
these classic, silver haired beasts look pretty cheap 
considering their market position.  Certainly not 
"Astronomical P/Es."

To make at least an attempt to be fair, the younger 
gorrillas do tend to have scary valuations, but then my 
best performing stock this year is one you mentioned - 
SEBL up 58% and with a TTM P/E of 393 - so go figure.  
Or better yet, go back and read the book so that you 
understand why TTM P/E is not the most effective 
measure in this game.

And good luck with your small cap picks!

Bill
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