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Technology Stocks : Citrix Systems (CTXS)
CTXS 103.900.0%Nov 2 5:00 PM EST

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To: Chuzzlewit who wrote (7317)12/3/1999 8:25:00 PM
From: jhg_in_kc  Read Replies (1) of 9068
 
Chuzz, you correctly anticipated the fall of AOL and Dell last year when you also got "twitchy" in an "overheated" market. But that was in February, the tail end of winter or the early spring, after the tech and internet 4th quarter and Xmas season strong run up.
We had moved into a new year and Dell then soaring to 110, missed a revenue number in Feb, and AOL peaked in April at 175 after an insane run up due to its inclusion in the S&P and a double dose of splits, in November and then again in Feb I think.
Just now we are once again in the time of year when tech and internets garner huge profits. We have no interest rate fears till next Feb. I would say the time to worry is in the early spring, just like a year ago. I feel that is when the market will correct.
What do you think? Remember AOL is just now back to the level it was then in 1998 and CTXS has a great future ahead of it.
Why are you so twitchy just now. It is too soon, I believe.
jhg
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