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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 9:30 AM EST
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To: Katherine Derbyshire who wrote (7480)1/6/1999 2:07:00 PM
From: Ramsey Su  Read Replies (3) of 10921
 
Katherine,

thanks for the lesson, as usual.

After I posted the question, I realized I was wasting time. No one pay attention to fundamentals anymore. Every forum on SI are filled with such optimism that I have never experienced in my 5 short years of full time investment. It does not matter what the news is, it is interpreted as positive.

Analysts try to beat each other to the punch, recommending everything that moves as strong buys. I follow a basket of big name big cap tech stocks. The average PE just went past 55 today while the average growth rate is 21. This reminds me of Japan in the early 1990s.

What will pop the US bubble? I am going on vacation for 3 weeks so I probably won't find out until I return.

Ramsey
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