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Strategies & Market Trends : Rande Is . . . HOME

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To: $Mogul who wrote (41433)11/15/2000 6:04:05 PM
From: Rande Is  Read Replies (3) of 57584
 
Once again, you are seeing the "horrifically high multiples" and I am seeing the extraordinarily low PE ratios of our best performing tech stocks.

You are not ridiculous in your logic. I wish I could say you were. However, I believe that we price in the following quarter reports when we move on guidance. If the Fed adds liquidity soon, we could be fine for the rest of the year. . . [hopefully, they won't yank it out the first of the year as they did after Y2K.] . . . if they do NOT add liquidity, we could be in for a tough road ahead. [as I've said several times before]

Rande Is
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