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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (67935)	1/30/2001 11:34:35 AM
From: Doug	Respond to of 99985

Haim: I am glad that we can agree that the profit growth expectation for 2001 will be below 30%. I.P valuation is purely depenedent on market sentiment. I.P has lost its lofty valuations. A good example is CRA which is a leader in its field. There are others too including Bell Labs, Parks, etc. The NAZ prior to the bubble (end 99-00)represents a fair valuation at the peak of the last buisness cycle. That cycle is now over and we will be starting a new one which means valuations need to be lower.