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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: jim heger who wrote (21395)	1/12/2002 5:49:53 PM
From: Softechie	Respond to of 99280

Again! I'm not alone!...Biggs: We are very underweight tech. They are blowing up the same bubble that existed before. Our big concentrations are in growth stocks. This is a slow-growth, low-inflation world, and growth stocks are going to do great in that environment. They are going to sell at very high P/E ratios. I think the biotech sector is going to be the next bubble, because it has all the right characteristics of dreamability. It has no earnings. No analyst can possibly understand these stocks and really be of added value.