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Strategies & Market Trends : The New Economy and its Winners
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To: 16yearcycle who wrote (2792)11/7/2000 7:11:22 PM
From: Tom Kearney   of 57684
 
Gene - I think when a company is growing at +50% YoY, and especially if it has been doing so for awhile, all traditional metrics are off. There is no blueprint for this kind of growth. I think the inventory stuff is garbage and bet a big chunk on PMCS today. This market is so nuts now, the only sensible thing to do is raise as much cash as you can and play it.

All the best,
Tom
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