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To: 16yearcycle who wrote (11436)	5/8/2002 11:12:05 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

Newmont Mining p/s= 3.43 roe= 0 roa= 0 p/cash=30x Orcl p/s= 4.6 roe=41% roa=23% p/cash= 5x Orcl is simply one of many examples.

To: 16yearcycle who wrote (11436)	5/9/2002 12:22:49 AM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 57684

, I don't think a bubble existed until around the time that the nasdaq broke to an all time low ratio vs. the dow, and that wasn't until Nov 1998. I agree with you about the timeframe of the bubble- we discussed this here a while ago (don't think you were here?). My opinion was the bubble started after the Oct 98 mini-crash and was spurred by Blodget's $400. call on Anazon, and the fact that Amazon had that amazing 300mm december qtr. 1998 is actually a conservative year to use for software valuations, because software was in a mini-bear due to y2k implementation freezes and (imo) the preoccupation with IT depts to get corps up on intranets and b2c. Sebl and others were cut in half or thirds in 98, people don't remember that. Thanks for the historical reference to p/s, sounds like my numbers were low. L