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Politics : Idea Of The Day
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To: Cynic 2005 who wrote (13733)11/8/1997 11:00:00 AM
From: IQBAL LATIF  Read Replies (1) of 50167
 
On longing WLA and BMY-
Mohan so finally we got you- you also pay top $ for 48 P/E multiple- I have a simple question if you like this investorama.com
why shouldn't you like this? On TA this looked much better back in July:
investorama.com
And if you talk of fundamentals then this:
biz.yahoo.com
is no better then this:
biz.yahoo.com
So you are ready to pay 48 P/E for what you think is a right company but if someone is buying INTC or SUNW or KLIC at 19 or 40 P/E you should not have any problems normally- from your own logic this is now proven that multiples are not a big deal if underlying asset is good, I had lot of debates with you on exorbitant P/E's and your basic logic has always been that this market cannot sustain huge P/Emultiples. I am glad to know that you are ready to pay for some companies exorbitant P/E's this gives me satisfaction perhaps on that account of higher P/E ratios we can justify market valuations the only point remains to be settled is :if tech has a future growth like drugs or no- that is a question of ones perception of future growth. In my opinion some one paying a high multiple for drug is convinced that market valuations are justified at higher multiples because of premium quality of companies in question in a similar manner I am quite convinced that technology has a future better then drugs for that I am ready to pay a higher multiple.
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