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To: Glenn D. Rudolph who wrote (99580)4/8/2000 11:44:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
<You believe many of the high flying inuts are overvalued in th elong run?>

Blodgett and others' view that 10% of the inets will survive and 90% will fold or be acquired makes sense to me. Those surviving will over time grow into their current lofty valuations. But yes, 2000 appears to be THE year where reality begins to sink in for the sector, and p/s's will reflect that. This is a year for much more caution than I've seen of late on this thread, imo.



To: Glenn D. Rudolph who wrote (99580)4/9/2000 12:50:00 AM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
>>You believe many of the high flying inuts are overvalued in the long run?

For the long run many are ridiculously over-valued, and fewer are ridiculously under-valued, even at these high prices.

The probleme with this "over-valued, bubble" mentality is that the market is not monolithic.


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