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To: Sultan who wrote (3430)12/24/2002 1:43:47 PM
From: Sam Citron  Respond to of 13403
 
it is not clear to me what we can apply from mid 1990 to early 2000 since Tech numbers are all skewed because of the effect of y2k spending in all sectors; easy money and irrational exuberance..

You might look at the LT trend in the companies you are interested in and use heuristic smoothing (thanks, Cary, for that one) to eliminate the bubble peaks and trough lows.