The New Economy and its Winners 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 : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: techanalyst1 who wrote (8774)	9/25/2001 12:32:01 AM
From: Wizard	Read Replies (2) of 57684

>>Where has msft typically sold for on a p/s basis over the last 10 years when it was growing faster? don't know... relative near-term fundamentals of MSFT are probably better than the rest of the software industry though. of course, that is not saying much. this quarter is another disaster for the industry. pre september 11th, I was thinking Q3 would be down -5% quarter in general and then a solid Q4 but Q3 is going to be much worse than that. it would be nice to call this quarter a throw-out due to being influenced by a non-recurring negative demand shock but this industry has a habit of attracting such once every few quarters for various reasons... Northern California's economy isn't in a U or a V, its a 'canoe'. My old tech investment banker friends say Ebay is the only company in the area that is hiring. Given the airline/travel/lodging/leisure industries recession and their ripple effects, it seems Mr Bin Laden and co. are going to cost our country about 500k+ jobs. However, it is hard to really care about another leg down in the stock market when 7,000 innocent people were just slaughtered.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next