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Strategies & Market Trends : Ask Vendit Off-Topic Questions -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (1099)	8/21/2001 9:03:08 AM
From: Dealer	Read Replies (1) \| Respond to of 8752

Yes Jill! I saw where they hope that a reverse split will spare a delisting.......and just another thing to keep ya eye on........reverse splits as stocks drop below a dollar. :-( d

To: Jill who wrote (1099)	8/21/2001 7:15:32 PM
From: Vendit™	Respond to of 8752

"according to generally accepted accounting principles," but more recently and especially with the advent of Internet stocks, companies started hiding the ball. This may seem like a reach but I think of the information that the WSJ published although is very accurate, was also very predictable. If you think about it a few minutes you will remember it was mainstream brick and mortar business models that thumbed their nosed at the Internet when it was just getting kicked off and the nasdaq was at 800. The Internet grew as did related companies the nasdaq sky rocketed and the money flowed out of main street brick and mortar and into the high tech Internet area. After a few years we found many Internet companies that were built on air, fully capitalized and worth billions. Main street brick and mortar took notice and slowly started to take its own stake in Internet companies. B2B commerce was beginning to heat up sector wise about this time because it was cheaper to order and manage user end inventories over the Internet. Now over a year has past since the nasdaq balloon finally burst and some of the high flying dot com companies find themselves facing a de-listing. I don’t find it surprising to see main street brick and mortar getting this “second tier” whacking after staking billions in now failing tech companies. AOL still seems to be one of the safest bets around, especially with its Time Warner merger, the best of both worlds IMO.

To: Jill who wrote (1099)	8/21/2001 9:46:00 PM
From: bowledover	Respond to of 8752

<< One inference from this terminological vogue the Journal draws: With earnings defined correctly, the stock market actually has a much higher price-to-earnings ratio than is generally thought, suggesting that it "is further from recovery than many suppose." >> I found this interesting in a way. Recently I've heard and read a few commentators say that PE ratios are not good guides any more, too many accounting irregularities, really the opposite of what the article suggests. Also, yesterday or this am. on CNBC I heard someone say PE's are essentially irrelevant because they don't take into account interest rates, and, when one does, the calculation becomes 'dynamic' or foreward looking and current PE are way too high. David