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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Hank Stamper who wrote (5583)6/4/1999 9:09:00 AM
From: Allan Harris  Read Replies (1) of 15132
 
A bullish TA view:

ttheory.com

No real histories of p/e with which judge whether or not the present price is valued at 'par,' under-, or over-valued?

Agreed...traditional valuation methodologies that utilize earnings growth as a basis for valuation have been useless in evaluating Internet companies.

Invest in companies with no histories of earnings growth?

You mean like Microsoft in 1986? Or how about Ford in 1926?

My Internet portfolio is down about 30% in the past month, about the same as AMAT fell between it's February high of 71 and April low of 48. The former is in your view a "speculation" while the latter would, I assume, be considered "backing and filling" or a "healthy consolidation."

I heard one of the interviewed suits on CNBC say Thursday that, The Internet sector was dead. Maybe the LOW we've been waiting for.

A
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