SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Libbyt who wrote (6498)4/18/2001 8:13:58 AM
From: Bill Harmond  Respond to of 57684
 
As a portfolio manager put it succinctly, when a sector is universally hated the market has a hard time valuing companies growing by triple digits.

That's why we've been on this twelve month Star Tours ride. The nice thing is that there's another 12 months of business (however relarively strong or soft) on the books.