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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (6613)4/25/2001 12:39:15 AM
From: KatayamaGorobei  Read Replies (1) | Respond to of 57684
 
>>the relentless drawdown, which I think discounted failing business models for even the best franchises.<<

I used to agree with this, but now I think that what is being discounted is valuations that just don't make sense even for the best franchises. And even now, I don't think the valuations can be justified by cash flows from these businesses.



To: Bill Harmond who wrote (6613)4/25/2001 7:56:51 AM
From: re3  Read Replies (1) | Respond to of 57684
 
what was on the menu that fateful day ?



To: Bill Harmond who wrote (6613)4/25/2001 12:41:16 PM
From: Mark Fowler  Respond to of 57684
 
Ok Bill i'll give it chance I cut some networking sector out leave the rest ride. I don't see it coming back for sometime. Edit: i'm still thinking end of 3rd. qtr.


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