Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: GHowe who wrote (187)	11/2/1999 9:15:00 AM
From: Raymond Duray	Read Replies (2) of 1782

Hi GHowe, "however the market is valuing the data center guys far more aggressively than the network guys at this time. This seems short sighted to me." No one has ever accused Mr. Market of being rational. I agree with your assessment. I also concur with the Red Herring view that Exodus is the best high tech "prey" of 1999. I've been watching FFIV heading up into the stratosphere. Do these folks have the ascendant answer in this space? Or are they simply in the sights of the day tradin' gunslingers? Just curious, Ray

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