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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (38465)	6/11/1999 3:10:00 AM
From: Anthony@Pacific	Read Replies (1) \| Respond to of 122087

Dale you have some very good points ..BUt the valuation on CMGI is flawed in a major way..Ill take the time and explain it in a PM..or on the private site ..BUt its not that I believe in one extreme or another..I absolutely believe that the time is drawing near where we wil have some standards on which to base valuations that these stocks will have to conform to, maybe a pe of 100 and trade at 10 times sale..or some such thing but the day of "clueless valuations are over" People are too afraid of overpaying like they did..most have gioven up 30 to 40% of recent gains and arent abvout to risk whats left..long term.. JMO