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Technology Stocks : LSI Corporation
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To: Ram Seetharaman who wrote (20033)9/28/1999 1:57:00 PM
From: sea_biscuit   of 25814
 
Of course the larger issue is that technology stocks, by and large, are way overvalued. Don't we all know that? So, if there comes a guy who looks like he could bring down that house of cards by stating the obvious, all the people who have built their hopes on such a house start panicking.

If somebody came along now and announced, for instance, that PLL, MO and WRE (three holdings that together make up about 10% of my portfolio) are grossly overvalued, I won't curse him! Because I don't have to!<g>
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