Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Uncle Frank who wrote (17984)	11/20/2000 12:16:42 PM
From: edamo	Read Replies (1) \| Respond to of 65232

frank...nothing is fixed, thirty just a reference point...lot of chips with 50% growth can be had with pe below thirty.... hypergrowth enterprises deserve a higher pe, but only if they have a sound fundamental business model, and don't lose money quarter to quarter ad infinitum....if they have not just sales growth, but profits and added cash to balance sheet, then i would risk....but believe short term these issues as a brcm, ntap, sdli, etal may experience weakness in the current emotional market.... the other types of companies that i have considered and set positions in are the intellectual property entities as qcom, rmbs, and even old stalwarts as intc and msft... admittedly underwater on most new positions other then qcom, but you have to start somewhere.....and stay off of the ever tempting margin... good luck ed a.