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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Moominoid who wrote (5232)	4/14/1998 5:49:00 AM
From: Bosco	Read Replies (2) \| Respond to of 6980

Dear David - you sez "My numbers are from the Capital Asset Pricing Model assuming that investors are paying for earnings... means the whole stock-market is up to 200% overvalued." Thanks for the explanation. Yes, I can see why you might think BAY - and alas, the whole market is overvalued. While you have sort of elaborate more in your response to Victor's - incidentally, I sort of agree the market is overvalued - does you model take into account diffferent sectors and the technical strength of the target stocks. For instance, it seems that there are loftier stocks in general and those within the same segment of the sector. I mean, would people who subscribe the theory dare to short BAY if it exhibited the technical strength of say ATHM [I pick this b/c noone can accuse me of picking an alpha wolf of a particular segment.] rgds B