SI
SI
discoversearch

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


To: Zeev Hed who wrote (54358)10/20/2001 7:47:02 PM
From: michael97123  Read Replies (1) | Respond to of 70976
 
Zeev,
Will greenspan burst another bubble after what happened last time and during just the first year of a recovery? Is there another way? This recovery will be so anemic to start that I cant imagine the fed going back to higher interests rates that early. Again, could there be another way or perhaps just living with some inflation for awhile with the government making it up to the groups most adversely affected. mike



To: Zeev Hed who wrote (54358)10/20/2001 8:02:43 PM
From: Will Lyons  Read Replies (1) | Respond to of 70976
 
Maybe its time to consider individual stocks rather than the market as a whole. Many good growth companies selling at less than or near book, with lots of cash and single digit p/e s and P/s ratios that are lower than the average p/e

Why consider a stock with a p/e of 5, 6, or even 9 in the same class as the socalled average 33, especially if the low p/e company has a good backlog and growing sales and earnings even in these times? In other words look at the business and not at the averages. Why invest in an average that includes buggy whips?

WL