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Strategies & Market Trends : The New Economy and its Winners

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To: GST who wrote (4202)	12/19/2000 1:03:06 PM
From: 16yearcycle	Read Replies (2) of 57684

Ok, GST, those are totally fair questions, and you are right: the market is saying techs growth slows. The problem is that the market is saying that tech self destructs. Look at TXN or ADI. TXN was selling at a pe of 29 a few weeks ago. TXN isn't going away anymore than G is, and it is going to have better growth over the next 5 years. There are 50 examples of this. Some better some worse. I am not arguing about BRCD, which is stilll expensive , but look at lsi. How about csco even or sunw. Is sunw going away? It has collapsed to a pe of under 50 when growth is exceeding that. Ok, it can go to 20, in which case it will be more ridiculous. Sunw will see 80 again within 3 years. I bet ko doesn't triple in 3 years. If sunw has a negative year, won't it still earn 2-3 bucks a share within the next 4 years? I think it will. If you think it will too, it is time to step in,. even if you give some chance to growth collapsing more.

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