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Politics : The Left Wing Porch -- Ignore unavailable to you. Want to Upgrade?

To: techguerrilla who wrote (1757)	12/22/2000 3:12:27 AM
From: Dr. Id	Respond to of 6089

These are three great companies. The three have captured my attention the most in the past few months. I'm just curious, Doc. What do you sense about P/E ratios? This market is crushing high P/E ratios. Do you think companies like BRCD and NTAP can possibly "fly" again under the current market conditions? They ARE great companies. "Storage" is not going to go away. /john I don't think much in terms of P/E ratios (looking at my portfolio, maybe I should!) I think Price to forward sales is a better indicator of these companies that are growing so rapidly. I don't follow BRCD, but follow NTAP very closely. I also think that people are focused on PE's right now when things are awful. When they start to move up again, no one will care about PE's. (And each time this happens, everyone thinks it's different this time). Dr.Id@whoknowsmaybeitISdifferentthistime.not