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Politics : High Tolerance Plasticity
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To: kodiak_bull who wrote (13214)4/11/2002 10:42:26 AM
From: Sweet Ol  Read Replies (2) of 23153
 
I think we need to examine what made tech such great investments in the past. It was primarily the growth of computers and allied products (software, networks, etc.). It was a brand new market that was growing at hugh percentages. But today the market is pretty well saturated in all areas. It is pretty much a replacement market with new growth that is proportional to the growth of the economy.

That tells me that even when things pick up again that most tech stocks will not perform any better than any other market. Some companies will do better than others (just like in any other industry) and there will always be sector rotation and cycles. But, IMHO, the days of monstrous growth have passed. I also think many of the tech stock prices are still wildly inflated based on this scenario.

It will be tough to pick winners, just like in the rest of the market.

Best to all,

JRH
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