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Strategies & Market Trends : Options
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To: richardmacintyre who wrote (6766)4/20/2000 6:51:00 PM
From: Bridge Player  Read Replies (1) of 8096
 
Hello Richard,

<< Sins: Invested too much too fast w/o sufficient DD; still don't know much about valuation or how to figure it out for tech stocks >>

IMO you might want to consider the possibility, just the outside possibility mind you, that in the next couple of years rapid growth, quality, premium G&K tech stocks might actually return to valuation levels that used to prevail until just the last few years; namely, PE multiples of, say, 40-60 for companies with steady growth of 40%+. Look at the actual earnings for some of the leading stocks today; apply those growth rates to them, and see what price projections you arrive at for 2001.

Now I know it is not fashionable to discuss such outmoded stuff as PEs in todays market. But fashions do change.

All IMO.

BP
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