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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (13702)	2/1/1998 1:52:00 PM
From: edward miller	Read Replies (1) \| Respond to of 18056

Boomer Bubble Zeev, we are in basic agreement I believe. However, I suspect that the definition of fair value is slipping. When people compare companies today, they (we) may be missing part of the formula. It's not that DELL (an example) is earning more than 3 years ago, when compared to CPQ, etc. It's also how are they valued compared to prior low-inflation periods, like the 1950's.or versus other historical perspectives. We'll just have to see if what "should happen" does happen. Although you didn't say the R word, I suspect that 5.5% bonds will mean that a Recession is at hand. Ed Miller