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To: sea_biscuit who wrote (24027)8/22/2001 12:42:38 PM
From: michael97123  Read Replies (1) | Respond to of 25814
 
"I have tracked the group from time to time and I think their time has now come. In particular, I think the top decile of stocks (typically in the 20B to 500B capitalization range) will do horribly for the next 5 or more years. "

Dipy,
Doesn't that presume no return to robust growth in tech for that period of time? Looking at valuations alone can be just as dangerous as ignoring them entirely(guilty as charged). mike