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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (57011)2/10/2003 12:12:35 PM
From: RR  Read Replies (2) | Respond to of 65232
 
How ya be, Jill? Hope all is well. RR (eom)



To: Jill who wrote (57011)2/10/2003 12:13:36 PM
From: marginmike  Respond to of 65232
 
there is a theory known as the value of Q which sets the intrinsic value of the enterprises comprising the S&P. That is what I am refering too. However on almost all metrics(except fed model) we are not getting super value here IMHO. I am 85% cash though I am long 10K Qcom @ 36.xx


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