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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: ERM who wrote (1468)10/30/1996 10:00:00 AM
From: Robert Lawkins   of 13949
 
Can we bring the level of maturity in this forum up to say, 2nd grade. If you have something to say that is productive or interesting then say it. The way some of you attact the Mondoman by calling him a short-seller is akin to the way my kids call each other names. Exchange of information, dabate and conflicting ideas are enjoyable, at least I think so. Stop the petty name calling. Use of proper punctuation and that shift key for capitalization (not the financial kind) would also be appreciated.

Wow, I feel better already.

One question: Why has it been assumed that if a company's earnings growth rate meets or exceeds its current P/E it is a good investment? I know that this has been the unwrittten rule for momentum investors, but what is the rational behind it.

I would think that it is the SUSTAINABILITY of earnings growth that would make a company a good investment using that rational. In the case of these Y2K companies, their markets will dry up in a relatively short period of time, leaving them with no possibility of sustaining earnings much less the growth of those earnings unless they diversify into an area with the same growth prospects.

Question #2: What are these Y2K companies going to do for an encore?

Thanks to everyone who makes this an interesting forum.
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