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Strategies & Market Trends : Roger's 1997 Short Picks

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To: ItsAllCyclical who wrote (4638)8/11/1997 6:58:00 PM
From: Roger A. Babb   of 9285
 
Jim, the successful y2k companies will be those like KEA which have a life outside of y2k to build on. I still look at VIAS as a very good short. I disagree with the theory that y2k companies should not be valued by earnings PE. In fact given the 2 or 3 three life of y2k, their y2k earnings should only be given a PE of 2 or so.
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