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To: im a survivor who wrote (6833)3/2/2001 7:56:34 PM
From: John F Beule  Read Replies (1) | Respond to of 10934
 
As a lurker, I agree KG4. Instead of P/E, I've been following the P/S ratio, and it seems like all the NasDaq big caps are going below 10.

Where do you see fair value in relation to P/S when valuing high-tech? In this death-spiral, I'm looking at 5's. At that point, I believe LTB&H gorillas are a steal, and with the panic in the market, my odds at filling at those levels are hightened.

Learning the hard way to be a disciplined investor.

John



To: im a survivor who wrote (6833)3/3/2001 6:54:06 PM
From: Boplicity  Read Replies (2) | Respond to of 10934
 
KG4, re: ...it's all a numbers game and ntaps number is simply too high at this point........

I might of miss your proof of the above, if so could you directly me to it, if not, would you please provide some backing to the above statement? What are you basing the above on?

Greg