Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Steve Lee who wrote (3758)	10/26/2002 12:57:18 PM
From: Lizzie Tudor	Read Replies (2) of 25522

While people invest based on "this is already the longest bear market" or, "the stock has come down from 52 to 10" we are still in a bubble. The same thing is happening on the bearish side. Assumptions are being made that companies will NEVER grow again (that today's nonexistant growth rates are the norm) and therefore sub-1 P/S is appropriate, hence companies are fairly or overly valued. Thats really reaching, and besides, revenues are starting to come in. It looks like storage will lead based on brcd,qlgc and the ntap comments on friday. I have no doubt there will be a small pullback at some point (in fact I'm waiting for it- where is it, sure won't be monday I'll bet) but using the term bubble for the naz at this point seems, ah ... extreme. Software never traded at cash value or below it since I have invested and I am including the aftermath of the 87 crash. Anyway theres like 3 bulls on SI for every 50 bears at this point so you are in the majority! Lizzie

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