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One strong argument we aren't in a new tech bubble: earnings and revenue multiples for the...

One strong argument we aren't in a new tech bubble: earnings and revenue multiples for the sector at-large remain reasonable. But while the sector as a whole may not sport high multiples, valuations for certain names such as Salesforce.com (CRM), Baidu (BIDU), and LinkedIn (LNKD) are close to those found during the 1999-2000 bubble.
Comments (4)
  • inthemoney
    , contributor
    Comments (981) | Send Message
     
    There is old tech, which is fairly valued - Cisco, Oracle, HP, SAP, Dell and so on and there is new internet related tech, most of which is overvalued or an outright bubble. May be they should be looked at separately.
    8 Jul 2011, 10:57 AM Reply Like
  • LuckyPick
    , contributor
    Comments (740) | Send Message
     
    watch for Jim Cramer to pump up CRM and BIDU
    when cramer pump is on, it's hard to short those stocks
    if Cramer says sell, you should be scared
    8 Jul 2011, 11:31 AM Reply Like
  • 1337
    , contributor
    Comments (98) | Send Message
     
    P/E (price/GAAP-earnings) fy11e is 15,600x now.

     

    "Only two things are infinite, the universe and human stupidity, and I'm not sure about the former."

     

    Albert Einstein US (German-born) physicist (1879 - 1955)
    9 Jul 2011, 03:18 AM Reply Like
  • 1337
    , contributor
    Comments (98) | Send Message
     
    for CRM SALESFORCE.COM

     

    Accounting fraud!
    9 Jul 2011, 03:19 AM Reply Like
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