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

To: Sam Citron who wrote (53307)9/27/2001 4:08:38 PM
From: Sun Tzu  Read Replies (1) | Respond to of 70976
 
Not quite. There is no inflation in sight, quite the opposite. As well, the companies have achieved considerable operating effeciencies which did not exist then, hence my reference to value according to operating parameters.

ST



To: Sam Citron who wrote (53307)9/27/2001 4:23:27 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
re: we should be doing our comps with 1972-3 valuations as well as 1991-2

Good idea, except that most of the companies in my portfolio, and on my wishlist, didn't exist in 1973. Their entire industries/sector didn't exist either, or existed in only embryonic form. There are zero historical data points to try to figure out what a reasonable P/S or P/CF or PE is for JDSU or QCOM or EMC during a global recession.

Sigh.


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