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Technology Stocks : Stock Swap
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To: Tech Master who wrote (15397)9/1/1998 3:06:00 AM
From: nigel bates  Read Replies (1) of 17305
 
TM,

If we are in a bear market, then stocks like DELL are still overvalued, and then some. The only thing supporting such extreme PE's is the belief that earnings growth will just go on and on. I suspect that over the next few months, a lot of money managers are going to learn to be absurdly pessimistic rather than absurdly optimistic. Any high flyer that stumbles in earnings growth is going to get mugged.

Am interested in smaller cap bargains though (provided they have enough cash to survive if things get REALLY nasty)

With current exchange rates, Antipodean farms are going pretty cheap, but they way commodity prices are going, it might not be such a good idea. Anyone on the thread old enough to remember what a real deflation is like ??

Nig
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