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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: LTK007 who wrote (31141)2/19/2002 9:06:25 PM
From: ChrisJP  Read Replies (4) of 99280
 
I'm looking at the b-2-b table ....

Message 17084055

In Sept 1998 bookings were 481. A mere 6 months later, in March 1999 they were 1257. So the bookings can accelerate very rapidly. Hmmmmmmm ..... like semiconductors are cyclical, maybe ?

I'm not really bullish or bearish at the moment, but unless something happens that causes a domino effect, it should be very clear that the economy is recovering.

As for valuations, do yourself a favor -- go find or print out a long term chart of the S&P 500 on a log scale. Extrapolate the trendline from 1991 - 1995, which were 5 slow growth years. The extrapolated value of the S&P 500 based on that trend line is maybe just a little bit below where it is now -- like 1000ish. That doesn't even take into account interest rates and unemployment back then vs. now.

Regards,
Chris
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