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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (50203)8/6/2001 11:39:46 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Re:The facts are that we are still in a bubble. In fact, I think prices now are more absurd than they were 2 years ago. Look at Micron, it has a market cap TWICE the size of the entire Dram market.

That proves absolutely nothing. INTC's market cap has been twice that of the entire MPU market for many years, and yet I still see it as a good value. You need better "facts" than that to prove we are in a bubble.



To: Pink Minion who wrote (50203)8/6/2001 2:01:30 PM
From: Jacob Snyder  Respond to of 70976
 
I'm just sniping around the edges. Basically, I agree with the article, although I'm less bullish than he is (I don't see the market ramping to a PE of 40, before going to a final bottom).

see Message 16066347


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News