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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: GraceZ who wrote (6460)	8/1/2001 12:58:24 AM
From: smolejv@gmx.net	Read Replies (1) \| Respond to of 74559

Perhaps we should explicitely qualify the type of "average" meant: index-average (of say valuation, y2y performance, PE) as opposed to yahoo-or plain-vanilla average. Takes care of financial and mental sanity (g). What about getting these two alternatives together/focussed by saying INTC and MSFT are both too expensive? In my minds eye I see Wile E Coyote that long second before he lands in the puff of dust. Adding further visible names would eventually yield a nice portfolio of not big-cap, but big-PE positions asking to be shorted. dj