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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (3759)10/26/2002 1:03:29 PM
From: Steve Lee  Read Replies (2) | Respond to of 25522
 
"Assumptions are being made that companies will NEVER grow again (that today's nonexistant growth rates are the norm) and therefore sub-1 P/S is appropriate, hence companies are fairly or overly valued. Thats really reaching, and besides, revenues are starting to come in"

Have a look at this:

barra.com

I don't think a significant percentage of investors are assuming that companies will never grow again. But assuming that there will be not much growth for the next 5 or so years is fairly accurate IMO.



To: Lizzie Tudor who wrote (3759)10/26/2002 1:27:51 PM
From: Gottfried  Respond to of 25522
 
Lizzie, > theres like 3 bulls on SI for every 50 bears at this point< There are probably many more closet bulls, afraid to come out lest they be proven wrong again.

Gottfried :)