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

To: Pink Minion who wrote (50211)	8/6/2001 12:02:45 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

To say all tech is/was a Bubble is ludicrous. VSEA had quarterly EPS 3 Q's ago of $1.20 and traded only in the 40's.......you are going to compare a company with that kind of earnings power and growth with a dot-com burnout? The problem with the Bubblehead mentality is that they paint the entire technology sector with the same brushstroke. Narrow minded thinking at best.

To: Pink Minion who wrote (50211)	8/6/2001 12:04:34 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

XD, Bubble may continue even thru this recession. I do agree that one day old norms will be back but because we are in a bear market does not necessarily change the overall trend which is based on demographics as much as on PE's. To sum up, there may be another leg to the bubble or more likely no return to old valuations just yet. I am still thinking this thru but i wanted to get your reaction to the possibility that even if you are ultimately right(in the long run we are all dead), you may be wrong about where assets should be deployed over the next 5 years. mike