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Technology Stocks : Data Dimensions

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To: Warren Gates who wrote (524)	4/5/1997 4:10:00 AM
From: Andrew Hui	of 4571

Hi Warren, Been a while since we spoke. What I can't seem to figure out is how come people can't see the parallel between Y2K companies and ISP's? Its not that they're frauds (maybe they are, we don't know yet...) or bad companies with bad businesses, but just stocks who have had their next 5 (ok, 2 1/2) years of earnings already priced in without any regards to business risk (competition, etc.) on their future sales and growth rate. What happens when something doesn't go exactly as the analysts predicted? But who am I kidding? We all know analysts are always 100% correct in their analysis not to mention that predicting sales and earnings for hypergrowth companies has become an exact science.

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