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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Giordano Bruno who wrote (99477)5/4/2001 1:16:30 PM
From: pater tenebrarum  Read Replies (2) of 436258
 
you mean what i'd consider FV? depends again on what standard we apply for calculating it. however, let's say we use the GAAP earnings and count the loss makers, then we're looking at a trailing p/e in the 800ds right now. appropriate would be 20 or lower imo. actually tech stocks should have a lower p/e than other growth stocks, to price in the risk of obsolescence and their cyclicality.
if you're wondering why the market hasn't yet proceeded to price this in, the answer is that the merry pranksters are flooding us with cheap money. however, i predict the trick won't work this time beyond the short term.
too much debt in the economy, and too much industrial overcapacity.
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