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To: Robert Rose who wrote (5645)	3/9/2001 1:52:34 PM
From: 16yearcycle	Respond to of 57684

RR, the street agrees with you, and thats what counts. My own thoughts are that there should have been some expansion of pe's due to the hypergrowth that the net brought starting in 1998. The question is when it was carried to far. Certainly by fall 1999 it was overdone. the correction in fall 1998 brought csco, for example, down to a pe of 28. I don't think that we were in a bubble yet. So imo, it was after fall 1998, but by fall 1999. This would be completely unimportant and it may be useless, but it could be useful in determining where in hell we should be. I mean where would have completely overshot by anyones definition? October 1997, the nas was at 1747. This removes both your and my bubble.