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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (36294)8/5/2000 8:06:28 PM
From: Proud_Infidel  Respond to of 70976
 
Kirk,

In the end, it is all about earnings over the long haul and if you can buy earnings cheaply, we have to learn to accept the fact that nobody wants our stocks for a time

It is just frustrating because I did this in '98(that was a rough period), and now the writing on the wall could not be any clearer, yet the sector still finds reasons to sell off.

PEGs under 1 (or even under 0.5) for an industry that will make things that will be in nearly EVERYTHING?

And STILL the dotcoms trade at hundreds times revenues! Amazing or absurd, I am not sure which.

Brian