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Technology Stocks : Full Disclosure Trading
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To: Rick Storm who wrote (343)4/26/2002 9:08:34 PM
From: Cary Salsberg   of 13403
 
RE: "Why cant chips and equips follow telecom down?"

They can, they might, but they shouldn't. Some, of course, should, and either have or will, but the quality semis and equips are far higher quality businesses than most of the telecoms, have had real track records of success which preceded the bubble, and have a bright future. Most have had very high valuations and some of this is being corrected, but true long term investors will pay a premium for the prospect of reliable above average growth, and many have been burned by unreliable smoke and mirrors growth.
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