Ask Mohan about the Market Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Ask Mohan about the Market

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bonnie Bear who wrote (7753)	11/13/1997 11:23:00 AM
From: Zeev Hed	of 18056

Bonnie: In terms of basic valuation you are absolutely right, but the problem is that there is still a lot of money sloshing around, and those little banks are being gobbled up by each other in a process of consolidation which may take some time to complete. This process keeps those valuations artificially high. Rationality will not come back at once, either the liquidity will be soaked (in essence contraction in either money supply or budget surpluses), or a much slower process of valuation rationalization will emerge. I think that we are not ready for the "Big Bad Bear" yet, and that is why I do not think we will go as low as 500 on this bear. These, are however, just opinions. Zeev

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next