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Technology Stocks : LSI Corporation
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To: The Phoenix who wrote (22122)12/18/2000 7:07:24 PM
From: sea_biscuit  Read Replies (1) of 25814
 
OT: What do you say now? Down over 35% from where we were 7 months ago!

My take: CSCO, like MSFT and INTC is a technology franchise with probably the greatest marketing team in the world. But its valuations are still way too high. It is a good long-term buy when it dips below 30 (INTC and MSFT too, at below 20 and below 35 respectively).

However, even though these are the best technology franchises, these are still not likely to do as well as other franchises -- such as KO, G, DIS, MRK, PFE, and BRKA/B. So I think one should limit each of these tech stocks to about 1.5% to 2.0% of their portfolio.
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