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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (2780)	11/6/2000 7:30:56 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I want to make sure everyone sees this excellent post,http://www.siliconinvestor.com/readmsg.aspx?msgid=14740306 Normally I stay away from the G&K thread because they have no vision whatsoever but for technical info its a great resource

To: Bill Harmond who wrote (2780)	11/6/2000 8:50:02 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

I can't believe it, really. This year, the market has degenerated into the beauty contest Keynes said it was. You can be right that QUALCOMM ends up a $500 billion company by 2010, but in 2000, not enough other folks agree and that's what counts. Likewise with fiber optics, CSCO, ARBA, YHOO, TXN, NOK,VRSN,CREE, etc. KO will be given a pe of 50 on single digit revenue growth,because it's bound to be around forever, but CSCO is "expensive" at a peg of about one. Like CSCO, as a metaphor of the net, won't be around forever. I am sure we will be going back to soup cans connected by strings any day now. Other companies, like SEBL and CHKP and BRCM have been generally left off the hook this year. Why? Who the hell knows. More people like 'em. That's what "investing" is all about, right?