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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Doo who wrote (31145)9/26/2000 8:44:52 PM
From: Haim R. Branisteanu  Read Replies (2) | Respond to of 42787
 
Jeff, I am not familiar with "broadband/shmroadband stuff" stocks. In any case there is saturation in demand and it will take about 3 to 5 years until the technology will make good use of broadband with real penetration in business and households.

All Internet Infrastructure related companies from fiber to servers and routers will come down to below 50 P/E valuations.

IMHO those are the last bastion of smoke and mirrors WS is pushing and it will crumble during this winter.

Not to mention more extreme situation like a real crash <GGGG>
BWDIK
Haim