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Message from discussion Earnings math (and more)
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getn...@gmail.com  
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 More options Jan 11 2007, 8:29 am
From: getn...@gmail.com
Date: Thu, 11 Jan 2007 13:29:41 -0000
Local: Thurs, Jan 11 2007 8:29 am
Subject: Re: Earnings math (and more)
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mac.be,

this is nothing like bubble days. go back and look at the average PE in
tech/internet stocks then compared to now. furthermore, the average
investor had more than 1/2 of their portfolio in tech/internet stocks-
even the pros got iresponsibly overweight. is there over-valuation? in
some pockets, yes. can tech correct to the downside? most probably. is
this a "tech bubble"? no way.

people point to GOOG targets of 600+ as proof that things are going
crazy, but GOOG makes $$$. the 400+ targets in the bubble were given to
companies that weren't making a dime.

also, the crescendo was the AOL/time warner deal (done in stock
mostly)- nothing like that is on the radar. and don't forget the sock
puppets- they are a dead give away (that's a joke- i doubt any PR/ad
firm will ever again propose to a client "hey, u need some sock
puppets."


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