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Technology Stocks : All About Sun Microsystems

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To: uu who wrote (45109)	9/8/2001 9:07:39 PM
From: sea_biscuit	of 64865

Btw, Addi, your portfolio siliconinvestor.com is underperforming IWN siliconinvestor.com By the time the bear is done, I expect only two of your picks to be in double-digits (MSFT and INTC). And I am not all that sure about the latter. It's now selling at 6 times sales. But the earnings growth rate now is lower than what it was a few years ago, when it sold at just 3 times sales -- so, a lot of room to fall there. And also, the fact that even IWN has notched a 5% loss in the meantime, is ominous. If IWN loses 25% or 30% from the time I picked it (on 08/21/2001, as a benchmark for your picks on the same date), then I guarantee you that we will be in, or on the verge of, a severe recession.

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