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To: Venkie who wrote (112355)	7/12/2001 4:44:30 PM
From: ild	Respond to of 436258

<<<getting some visibility.>>> Venkie, congrats on good trades today. The visibility you mentioned, is your business recovering strongly?

To: Venkie who wrote (112355)	7/12/2001 9:36:32 PM
From: marginmike	Read Replies (2) \| Respond to of 436258

venkie stabilization does not justify 50Pe's. I agree things are stabilizing. However how will these companies spur 30% growth? If Yahoo which has 87% margins cant who can? Also if corporate America is so bullish why are all the insiders selling like the ship is sinking. Where is the liquidity that will push this market up? Remember the market is a supply demand arena. There have been bear markets when Great stocks sold for less then 1X sales. Why cant FA improve yet valuations contract? In another year or two the baby boomer will start selling stocks and buying bonds(historical trend). What happens then? With all due respect the issue is not if MSFT or Qcom numbers will improve, they will but if those improvements will justify valuatuations. Historicly they are out of wack, and are above mean. I dont know what to think except id rather own a nice 5-6% bond then gamble in the fire of what has been the worst bear market since the great depression.