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Technology Stocks : ADSP - Ariel -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (2254)	2/8/2002 8:39:27 PM
From: Bilow	Respond to of 2263

Hi Anthony@Pacific; My big problem with the high valuation placed on very successful high tech firms is that (1) there is simply no room left for them to grow, and (2) their market niches last for far fewer years than their PEs would imply. I'm not putting money long term in the market until we get PEs for the successful high techs into the mid single digits. And that's with honest accounting. No more of this paying the talent off with stock options and hiding the cost from Wall Street while simultaneously cutting their taxes to the government. -- Carl