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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (11224)4/30/2002 12:19:39 PM
From: 16yearcycle  Read Replies (2) of 57684
 
lesse, if I were in cash, I could buy a portfolio of vrsn, emlx, tyc, wcom, aol, nok, vrts, chkp, wm, and qcom and I would have a proforma pe at about 15-17.

Or, I could buy 3m, PG, and Ko and have a pe of 34....wooohooo, I know what the smart guys are doing and have been. I get it. No wonder I have been so wrong.
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