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 : The New Economy and its Winners

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill Harmond who wrote (5351)2/15/2001 1:17:06 PM
From: megazoo  Read Replies (2) of 57684
 
We have been out of the woods at least a dozen times since last March, only to be thrown deeper into the jungle.
I think the fundamental ideas of technology investing is being examined right now. Does anyone think that even if the bull is back in Nasdaq, JDSU and NTAP (I hold them both) are going to triple in a year or two. I don't think so. I think the Nazdaq bull market will come back soon, but it will be reminiscent of the bull mkt of '95 and '96, as opposed to the one in '99 and early '00. In '95 and '96 P/E did matter, P/S also mattered, and there was still a belief in technology cycle. Market corrections happened every 6 months or so. In '99 and early '00, nothing was of concern as long as it was a .com or a genome stock.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext