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

To: stockman_scott who wrote (17787)	8/13/2003 11:18:17 AM
From: bob zagorin	Respond to of 57684

thanks for posting. a very good contrarian viewpoint imo. i also agree with his emphasis on P/S which is a much better indicator than P/E. a software co., for example is almost always worth at least 2x sales even at the worst of times so that's usually a pretty good place to buy...

To: stockman_scott who wrote (17787)	8/13/2003 1:59:08 PM
From: Lizzie Tudor	Respond to of 57684

Except for the "category killers" such as Microsoft (MSFT:Nasdaq) , Intel (INTC:Nasdaq) , Cisco and Applied Materials, technology stocks will probably be valued more like cyclical business than growth stocks. If a tech stock/sector is GROWING, it will be valued as a growth stock. Right now the internet businesses are growing, all of them really, and they are valued as growth stocks, duh. A lot of these value players missed opportunites in the 90s and feel vindicated in some way. I'll watch how this guys Amazon short is going.