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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Bill F. who wrote (80227)4/27/2000 8:57:00 PM
From: Tommaso  Respond to of 132070
 
Bill, I think you are probably correct on all these specifics about individual companies.

But the overriding fact remains the millenial overvaluations of stocks in general. Some article quoted in the last ten days now has John Templeton opining a 50% drop in the market. I think he's thinking of the Dow, implying about 5500 on that, which should be enough to syphon off money so that the Nasdaq in general goes down over 60% and anything with a P/E over 60 up to 80% and beyond.

Anyway, I see the whole produce market as going bad and not just a turnip here and a carrot there.



To: Bill F. who wrote (80227)4/27/2000 11:28:00 PM
From: Amir Shalit  Respond to of 132070
 
Bill, converting debt into equity killed Boston Chicken
and AOL and other Internet companies are forced to do
the same like you pointed out.
I know that you don't think that AOL will be hurt that
much by a little bad debt but one would wonder how
much of the reported eps of this $100B+ market cap
company is real.

The media is too busy picking on the single digit
internet companies and ignoring the big picture
that includes pretty much all the tech name brands.

Amir


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