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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: fedhead who wrote (13915)	9/19/2002 2:12:21 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I'm sure if growth of any kind in technology spending would resume, then the "overvaluation" argument would fade. I agree its a drag on the mkt now but its a sentiment thing as much as anything. Its kindof like on the bear/trading threads where someone said he didn't want to value "new economy" companies any differently than other companies, in his opinion if new economy companies were truly superior their results would be reflected in earnings. This was in reference to Dell. Then he also said he refused to look at FCF. Well, that makes all the difference, if you don't look at fcf then cpq and dell were running alongside one another. Dell of course was investing and cpq was factoring receivables. Anything to rationalize the pov in this period though. L