Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (46163)	9/3/2001 11:58:08 PM
From: Thomas Mercer-Hursh	Respond to of 54805

how one defines "the bubble" is crucial for guessing what will happen next. One can make a pretty good case for the 98->99 transition as the starting point ... although that too in monday morning quarterbacking.

To: tekboy who wrote (46163)	9/4/2001 12:47:50 AM
From: Mike Buckley	Respond to of 54805

tekboy, nobody knows jack about market direction ... butunlikemetheydon'tadmitit Lots of people admit it. It's only those who write about it who don't admit that they don't know anything about it. But practically nobody called it that way at the time I disagree. I think it would be pretty easy to look in the archives of the media and find a whole lot of people saying and writing bullish, neutral, and bearish comments at any point in time. Sadly, there's never a lack of opinion. --Mike Buckley

To: tekboy who wrote (46163)	9/4/2001 1:21:36 AM
From: hueyone	Respond to of 54805

One could, as you do, describe the bubble as occurring from, oh, perhaps early 99 to early 00, which would mean it has now been pricked and we can go back to a steady-state market, or even an upward trending one. I suppose I was more interested in trying to give the authors a break by giving them an earlier context to make their "inherently conservative" claim than I really was trying to defend a time point for the beginning of the bubble. I have no clue which way the market will go from here, but I do feel it is fairly easy to argue that many of the businesses we look at it are still overvalued. Best, Huey@don'tknowjack.com