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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (10354)	4/16/2000 10:49:00 AM
From: Gary105	Respond to of 78507

Jim, agree with you on internets, but i believe time will come (maybe soon) when some may be values. i wanted to get your thoughts on criteria for evaluating value. some of my thoughts are that before this is over, traditional valuation criteria will be applied to ALL stocks, internets included and that GARP (growth at reasonable price) will be the key. the criteria i would use would be p/e of 1 - 1.5 X 5 year growth rate. what criteria would you use on "value" for high growers? thanks, gary

To: James Clarke who wrote (10354)	4/18/2000 4:53:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78507

James, just catching up after having my Internet service down for a while. I think your bearish comments on technology may reflect your investment position, and looking at only the large tech stocks. Many non-Internet secondary tech stocks are down 60-80% from their highs AND I have talked to a couple of CEOs who did express interest in buying stock. However, I would agree that it will be tough for them to make progress if the more expensive larger ones continue dropping. I also heard from a reliable source that there was huge institutional shorting of QQQ and buying of puts on leading tech stocks yesterday (Monday) - which can be taken two ways. My son and son-in-law, experienced technology investors, on the other hand independently bought QQQ in the low 80's. Having read a lot of posts all at once, I would add that I am struck by the unanimity of bearishness on technology.