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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Master (Hijacked) who wrote (15364)	12/24/2000 1:42:33 PM
From: James F. Hopkins	Respond to of 24042

EDIT at Bottom There are all kids of funymetalist, like in Love or Religion the funymetals are for the most part in the eyes of some faithful beholder.The big picture I see can change however the gain/loss in value of Commercial real estate is about as good a longer term indication of the over all health of the market as I can picture. ---------------- If I use that as a bench mark ( and it's up about 54% in the last 4 years I can assume that in time water does find it's own level ) As a bench mark It makes the S&P slightly undervalued at this time, S&P should be about 1515... But it makes the NDX way over valued. & I don't even want to say how much. --------------- For the BIG picture; Real estate, not gold or oil or anything else it's in the value of real estate taht one finds were we have been and are going. 54% in 4 yrs ( less inflation , & interest rates ) still makes the risk/reward of the market the place to have been. Recently real estate value has turned up and I find that encouraging. However the emphasis on growth over profits has been and is still to strong in the tech sector. Jim EDIT lets say the tech sector can sustain a 5% growth rate over and above the bench mark, more than that and there isn't enough money to hold it. Taht would make the NDX worth about 74% more than it was in 97 ..or about 1900.