Prepare for the Bubble 2.0 bust coming

来源: 于 2012-10-09 09:40:10 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

Stocks like AMZN, CRM, LNKD are traded at price with PE well above 100. This was the trading pattern in year 1999-2000. Many dot com stocks were bubble like this, and eventually got bubble busted in 2011. 

The competition in the cloud computing and digital products(music, video and e-books) become tougher and tougher. They will go back to the resonable valuation.