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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Jacob Snyder who wrote (40128)11/29/2000 2:35:52 PM
From: michael97123  Read Replies (1) | Respond to of 70976
 
What is your current view of wcom?



To: Jacob Snyder who wrote (40128)11/29/2000 5:25:33 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
Add to your "two things"
3. A downward adjustment to PEs to correct historically high valuations coupled, five years out, with anticipated slowing of market cash flow caused by baby boomers withdrawing funds for retirement.