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Tech May Be a Wreck, But This Isn't 2001 [View article]
leading into 2000, tech was an emerging industry which normally means high p/s and p/e. now they are a more mature industry with lower p/s and p/e. this does not make them good buys yet. this industry is still maturing, and there will be more shake-outs.
but i love this kind of analysis. thank you for the work.