Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: SMALL FRY who wrote (40445)	5/17/1999 1:50:00 PM
From: TimbaBear	Read Replies (1) \| Respond to of 120523

I think the market is building up some pressure here, and that it will greatly reward those technology companies that are most profitable....The current skepticism about high PE multiple stocks being questionable in a rising interest rate world is too simplified....The superhigh PEs (those over 100) will come under increasing pressure to show profits or be decimated....Those companies that have high debt load and short term financing or ARM financing will come under scrutiny too....Those companies who can demonstrate that their margins are not being squeezed by internet sales will fly higher than they have flown to date....I think the market is signaling a shift to "show me the profits" from "show me the potential"