回复:回复:Following truths about G

来源: 2005-07-21 14:35:42 [旧帖] [给我悄悄话] 本文已被阅读:

PE = 60 is not bubble for a company growing at 50% for the next few years.

You can't possibly compare today's situation with 2000 when CSCO hit a PE of 150 while growing only 50%.

Don't let "bubble phobia" cloud your judgement like "bubble mania once did.