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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Benkea who wrote (48895)5/2/2000 8:57:00 AM
From: Madharry  Read Replies (3) | Respond to of 99985
 
The market is not just GE CISCO MSFT so I think it is hard to talk about a bubble. It seems clear to me that the IPO bubble has burst. That financials and consumer non durables are not in a bubble, that the dot.com bubbble has burst, and that I expect the tech and biotech rally to resume as the internet is not going to go away because of the significant cost savings involved for anyone with a real business and genomics is not going to go away because it represents the future of drug development as we now know it. Lets face it boys and girls-the stock market for most of us is still the only game in town until the government wants to offer 10 year bonds at 7-8%. Rate hikes mean little for those that don't borrow such as the techs and biotechs. Mortgage rates are mostly impacted by the correspnding long term rates whic have been pretty stable. Rate hikes only impact financials and small business which relies on credit to survive, and the last thing we want to do is put small business and farmers out of business. The fed has totally blown it IMHO. The economy will slow as the dollar stregthens relative to the yen and euro without rate hikes.



To: Benkea who wrote (48895)5/2/2000 9:10:00 AM
From: el paradisio  Respond to of 99985
 
Beneca Conclusion: you have to know how to read the financial statements.Many of them misleading,not to say "a bubble" like the stock.
el paradisio



To: Benkea who wrote (48895)5/2/2000 9:26:00 AM
From: 16yearcycle  Respond to of 99985
 
B,

I was directly responding to point number one that csco and ge were at 4x operating earnings. They are not. Go ahead and blur the issue in any way you choose.

If you want to discuss the quality of the oe, I will not be disputing that. The problem that the bears have had for years is this: the street flat gives a crap about anything but oe. WHEN THE STREET STARTS TO CARE about the massive dilution caused by mergers/acquisitions and options, the bull market will end.


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