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Technology Stocks : LSI Corporation
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To: Duane L. Olson who wrote (21997)4/24/2000 8:13:00 PM
From: sea_biscuit  Read Replies (1) of 25814
 
Yes, I think most all Nasdaq stocks are still way overvalued. Microsoft (and Cisco too) is a good "technology franchise", (almost an oxymoron because technology is constantly changing and "franchise" implies lack of change) but there are far superior franchises like KO, G, DIS and BRKA/B out there. Only after I allocate my money to these will I even look at MSFT and CSCO. And even then I will probably buy them, if at all, after most people have written them off. Not anytime sooner.
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