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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (12870)	7/20/2002 12:09:51 AM
From: techanalyst1	Read Replies (2) of 57684

Yes but there is a disconnect. Is Ebay really worth half as much as Disney and is Yahoo worth a quarter what Disney is worth? I don't expect that to stay that way. Either some of these old econ stocks rise, or there are still some naz stocks that are going to fall. I'll bet if I bought Disney and shorted Yahoo I'd end up being ahead in a few years.... not that Yahoo isn't a fine company, but there is a valuation disconnect. TA

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