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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Frank Pembleton who wrote (16352)	3/6/2002 2:21:29 PM
From: AC Flyer	Read Replies (1) \| Respond to of 74559

Hi Frank: I agree. That's a nice summary of the bear position. I am taking the contrarian position that high P/Es in tech mean that we are not in a primary bear - we are still in a primary bull having experienced a nasty(!) sector correction. By the way, there's also lots of cheap, good stuff out there. WM at a P/E of ~10, for example. As I have said before, if I am proven wrong later this year, I will eat as much crow as you have on hand. :) Regards, Mike