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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.61-1.5%1:13 PM EST

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To: The Phoenix who wrote (44906)12/19/2000 10:41:18 AM
From: chic_hearne  Read Replies (3) of 77400
 
I think I've done far more research than you give me credit for.

I follow a different strategy.

Economy -> Sector -> Individual Stock

You seem to be focusing on the hot sector then looking at the hot stocks.

This is irrelavent IMO when the economy is going to shit.

These are some of the issues I'm focusing on:

What is the total value of equities in relation to GDP? How does this compare to other bubbles? IE, '29 and Japan '89.

How does the CURRENT Naz P/e compare to the Nikkei at the top?

How do credit spreads look now? Compared to '98?

How extended are consumers? How much more can they borrow?
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