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Strategies & Market Trends : Steve's Channelling Thread

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To: vampire who wrote (6951)	10/30/2000 2:14:28 PM
From: Jdaasoc	Read Replies (2) of 30051

Mets in 6: I don't disagree. ORCL & SUNW were #4 & #5 in market cap in March about $180 M & $150 M in market cap and now are $150 M and $165 M respectively. They posted very good numbers in last two quarters. However, INTC, MSFT and CSCO have been slaughtered by 40-50% and still are at least twice as large as those two. My point is that the major excesses in tech valuations are nearly completed if we don't get hard landing. The story of when, how much money and what stocks people favor is to be filled in. I wouldn't offer too much specific information in this regard but I feel people are testing the water by the way S&P is trending upwards. john

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