SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (17978)11/20/2000 12:01:52 PM
From: Uncle Frank  Read Replies (1) | Respond to of 65232
 
>> would start to consider most with pe's around thirty

Is that a fixed number, or do you allow for a higher premium for hypergrowth enterprises?

uf



To: edamo who wrote (17978)11/20/2000 12:02:28 PM
From: Boplicity  Read Replies (2) | Respond to of 65232
 
yes to all that. near term NTAP, BMCS, PMCS maybe the whole market, I think it's safe to buy NTAP in the lower 60's high 50's maybe now, still I'm not jumping until I see a reason, like bases, or a catalyst, since if you are buying now you are buying for a bounce unless something comes along to change the tone of the market or investors psychology which is all in the same.

G



To: edamo who wrote (17978)11/20/2000 12:33:00 PM
From: Ex-INTCfan  Respond to of 65232
 
edamo, I think you are spot on. In this market, I won't buy anything unless it seems like an outright bargain based on PE and growth prospects. Even then there is room on the downside. This is a bear market pure and simple, and it has about run its course. It won't be over until the really high multiple stocks have had the legs cut out from under them. A few have been chopped down to the knees, but IMO complete amputation is necessary.

INTCfan


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News