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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 679.68

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Nov 26 4:00 PM EST

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To: $Mogul who wrote (69582)	2/19/2001 5:33:45 PM
From: Doug	Read Replies (2) of 99985

$Mogul: In the 80's Japan moved to the No1 spot in terms of Tech sales. Then, thanks to a concerted Govt/Industry sponsorship, the U.S regained the lead during the 90's. Now in the very late 90's, the tech gap between the U.S and the rest of the world is again narrowing. Manufacturing outsourcing to S.E Asia and Software service outsourcing to India are on the increase. Amongst other factors, valuations of certain TECH stocks are based on their ability to dominate the global market place and kill off competition. (MSFT was a good example). As their ability to dominate decreases so to does their valuations. Except fot INTC/AMAT , it is questionable whether any of the other TECH's deserve the current valuations. If the TECH's are to maintain their current valuations, the sector is in need of some new disruptive Technology. If that does not happen, it is likely that the Bio-Techs may provide it.

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