Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (149674)	12/22/1999 9:10:00 AM
From: edamo	Read Replies (2) \| Respond to of 176387

chuz....valuations and bubbles "reminiscent of the japanese stock market bubble" how????????? underlying economies during the "bubble" period you oft refer to, not even similar. jpns economy fully export/import based at that time with minimum production going to domestic consumption. japan is a country of little or no natural resources.......... if there exists no parallels in base economy, then hard to compare the equity markets..

To: Chuzzlewit who wrote (149674)	12/22/1999 10:37:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 176387

Chuzz, I believe that the evidence is clear that during periods of exuberance the market substantially over-values growth. I think that is what is happening now. This market is reminiscent of the Japanese stock market bubble of not so long ago. I guess if I felt strongly the way you do, I'd be out of equities or short. During the early 1960s it was the computer (remember IBM?) I don't quite go back that far, but have spent my career in the computer industry. Believe it or not, use of computers came along much more slowly than is the use of the Internet. I don't have any stats in front of me to support that claim. But, when you think about it, early computers were exclusively in the realm of large companies that could afford them. The Internet is there for everyone (well, as soon as Cisco et al internetwork the world). It will be as pervasive as the telephone and TV, AND there is far far more you can do with and around it than with those appliances. Hey, I'm a computer lifer and I think the Internet will dwarf even it. Tony