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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Frederick Langford who wrote (3265)11/5/2001 6:29:14 PM
From: mishedlo  Read Replies (4) of 99280
 
Perhaps because all the crap that is left is still in a bubble.

Sure HOMS is now down from 34 to 4 or whatever and so is SONS. B2B imploded. What about what is left?

I suppose you think CSCO is not in a bubble.
Is EBAY at a PE of 200 or whatever in a bubble.
Is QCOM in a bubble.
With no growth in capex for perhaps 2 years is AMAT KLAC NVLS in a bubble?
How about INTC. Where are PC sales going. Is INTC in a bubble?

The bubble out there is enormous.
But with greenspan at the pump, trying hard to reflate the bubble, it can get bigger yet before it pops.

How can you not see a bubble?

M
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