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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Earlie who wrote (78725)3/12/2001 8:25:15 AM
From: Haim R. Branisteanu   of 436258
 
Earlie, the issue is if the assumption of TECH IS DEAD is correct. If so you are very right, and what I mean by that ........ are we witnessing over capacity in certain sectors (let go of the hype) or are we in a stage that High Tech is the equivalent of automotive industry ? or service or pharmaceutical industry P/E are above 30 there.

As related to CSCO you are right, but I question the validity of other big caps who sit on substantial amounts of cash.

IMHO we are not there due to the innovation of new products and relative cheapness of consumer tech items that are much more affordable than a car to most people. BTW ....... PC are the equivalent of automotive items.

Sentiment is all together another matter and is extremely bearish at the moment.

Haim
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