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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (44906)	12/19/2000 10:41:18 AM
From: chic_hearne	Read Replies (3) \| Respond to of 77400

I think I've done far more research than you give me credit for. I follow a different strategy. Economy -> Sector -> Individual Stock You seem to be focusing on the hot sector then looking at the hot stocks. This is irrelavent IMO when the economy is going to shit. These are some of the issues I'm focusing on: What is the total value of equities in relation to GDP? How does this compare to other bubbles? IE, '29 and Japan '89. How does the CURRENT Naz P/e compare to the Nikkei at the top? How do credit spreads look now? Compared to '98? How extended are consumers? How much more can they borrow?