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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (28855)	1/11/2001 9:12:31 AM
From: edamo	Read Replies (1) \| Respond to of 65232

donnie...if i knew i would be buying or shorting.... a great deal depends on how market perception unfolds going forward....if companies are valued based on the knowns, in a real world sense, then brcm is still over valued compared to its sector....growth projections of most techs are playing out as being over stated....perception is changing and may over correct until a normal and sensible form of valuation takes hold... the question with all high pe's is will they be able to have exponential growth in a real world slowing economy...when john chambers is cloudy short term, i can't see a lesser company having better vision... be nimble until a trend is confirmed...