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Strategies & Market Trends : Stock Attack II - A Complete Analysis
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To: Paul Shread who wrote (2181)3/7/2001 10:45:17 AM
From: JRI  Read Replies (1) of 52237
 
Re: PEs...I think you have to do it on a company-by-company basis...not in aggregate on Naz (for the points you mentioned)....my assumption is that if Csco, Brcm, et al go back to 1991-1994 pricing.....the Naz has to go down more..

I guess this all depends if one views the real bubble as beginning in 98 or 95....As indicated, I am still open to argument, just wanted to get some reaction to my thought..
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