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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: kolo55 who wrote (926)12/3/1997 4:43:00 PM
From: jeffbas  Read Replies (1) of 2542
 
Paul, I think what is going on is that the market is currently subscribing to the view that tech companies are CYCLICAL growth companies, which is true. Such companies DO NOT deserve p/e's near their recent growth rates. In a market selloff, the Street is not willing to distinguish between companies or sectors to any great degree - except, for reasons I can't explain, ARW and AVT.
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