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Politics : Formerly About Applied Materials
AMAT 304.91-0.7%3:59 PM EST
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To: trilobyte who wrote (51458)9/5/2001 3:07:29 AM
From: trilobyte   of 70976
 
Anybody listening???? Maybe these guys have lost their
wits!!!

More from Wit Soundview

Technology Focus
A Berman

Bear Market Ironies: The same fiduciaries who exclaimed at NASDAQ 5000 that "valuation does not matter" now bemoan that "technology stocks are still expensive" at NASDAQ 1800. When inventory levels were skyrocketing, few money managers openly worried about rapidly deteriorating balance sheet trends. Now that inventory levels are plummeting, investors are fretting that inventory stocks remain too high for comfort. ·On the march upward to NASDAQ 5000, technology stocks rose in the face of rising interest rates. We were consistently told stories about the shorts being forced to run for cover. Now with rates falling for eight months and NASDAQ short interest at a 10-year high, we are told that technology investors are "too complacent."

Our View: The case for fundamental improvement is more compelling than most observers appear to believe.Technology stock valuations are far more compelling than at any time in recent years. If history is a guide, the type of relative valuation levels that are now being carried by technology shares occurs when NASDAQ is at or near major long-term bottoms.
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