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To: Tom Kearney who wrote (3197)	11/18/2000 4:25:00 PM
From: Bill Harmond	Respond to of 57684

Thanks, Tom. Just waiting out the storm is so apt. BTW, from what I'm hearing the SignalSoft decline is purely a market liquidity issue, too.

To: Tom Kearney who wrote (3197)	12/5/2000 11:25:23 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

I was talking to my broker, a conservative sort, and I pointed out that off hand I guessed 3m had compounding rev growth of 7% for the last 5 years and a trailing pe of 25, making it stupidly overpriced, just like almost every stock of its ilk.. It was obvious he thought I was full of it, so he checked his Bloomberg terminal and came up with a pe of 23(which is right)and rev growth of 15% compounding. Pretty good numbers, but wrong.I don't know where he got it but he called me back to tell me I had it exactly right. The peg's of the multinationals are way too high, and the techs are way too low now. No one should be entirely surprised if we soar to peg's of two on things like vtss, brcm, jdsu, csco, bvsn and cien now.