Steve's Channelling Thread Message Board

STOCKTALK

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 : Steve's Channelling Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (19965)	7/7/2001 6:29:28 PM
From: James Calladine	Read Replies (1) of 30051

ZEEV: From your comments on NTAP and EMC, it sounds as if you expect a great LEVELING in all major tech sectors based on: -- uncertain profits -- uncertain growth rates -- uncertainty about abilities of companies to perform in other than "boom" markets Is it correct that you expect the PE multiples of former "high-flyers" to be repriced to the point that there is relatively little difference between "the best" and the "worst" in a sector? And that the pricing within a sector will have more to do with price/sales and cash/burn rate (if the company is not currently profitable than the traditional PEG measurements? Again, many thanks for your inspired and selfless contributions to the thread. Namaste! Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next