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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: AugustWest who wrote (18776)12/27/2002 3:13:53 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 57110
 
i'm convinced people just do not understand valuations or the true implications of extreme OVER valuation in the face of declining demand..

a perfect storm.



To: AugustWest who wrote (18776)12/27/2002 3:19:25 PM
From: bramble88  Read Replies (1) | Respond to of 57110
 
... hey, they're the leader and the internet isn't going away _It is NOT going away, but that doesn't mean that $$ will be made off of it or that we know how it will be made when/if it is..



To: AugustWest who wrote (18776)12/27/2002 4:32:32 PM
From: lurqer  Read Replies (1) | Respond to of 57110
 
"All CSCO has to do is get back to the mid 40s.....
... hey, they're the leader and the internet isn't going away."


Most analogous comment would be a similar one about RCA and radio in 1931. And RCA did recover - in the '50s.

lurqer