VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: jcky who wrote (27907)	1/2/2001 11:45:14 AM
From: edamo	Read Replies (1) of 65232

icky....believe the bottoming has begun for many of the sub 30 pe techs that have 20% or higher growth.....still too many high pe's or unrealistic business models such as b2b.... wonder if tom has closed his newp(an accident waiting to happen) position...at least "paper cuts" heal faster then the slicing of the falling knife.... today is a perfect example of high pe decimation.....some(brcm) will contract and survive, others(rimm) will slip away as earnings contract and growth fails good luck ed a.

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