SI
SI
discoversearch

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.
Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Stoctrash who wrote (59977)11/15/2000 3:31:26 PM
From: The Phoenix  Read Replies (1) of 63513
 
FredE,

I think companies with astronomic multiples will be hurt... let's face it - the built in expectations are insane for companies like JDSU... That said, I think the capex issue is being way overplayed. Remember - there are markets outside the US; and while the US market is significant in size a slow down here could be masked by increases in spending elsewhere and in other markets.. at least that's the case made for companies that have the balance to take advantage of this breadth. Companies signularly focused on any one market and any one technology are exposed - and moreso if they are trading a unsustainable mulitples. This is the same reason that I don't like JNPR.

OG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News