Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (44612)	7/17/2001 10:54:43 PM
From: Stock Farmer	Read Replies (1) of 54805

100cfm - hmm... I think stocks were at bubble valuations, precisely because they were fully priced for x% growth. I worked the analysis for several companies. Presented CSCO on the open threads and showed that it was being avidly priced as though it's current growth was guaranteed to continue to the point where revenue would go through the trillions within in the next few decades. By saying that 10% growth caused the bubble is tantamount to asserting that such growth would have been inevitable if AG hadn't done something. I think it's the other way around: that the prices were bubble prices and AG forced the inevitable "no the party won't go on forever" before everyone had their entire life's savings vacuumed into the pockets of those who run the money go round. John.

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