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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Khris Vogel who wrote (48519)2/23/1998 2:05:00 PM
From: Mo Chips  Read Replies (1) of 186894
 
I agree that the companies you mention are overvalued, especially compared to intel. But I don't own them so I don't care. I do believe that it is very dangerous to pay a premium for a stock relative to its earnings growth, which when you get to over 25, is starting to get high for intel.

As far as my portfolio, my top 2 holdings are intel and cisco. Both of which I have held long enough to be sitting on 100% gains. Intel over 2 1/2 years and cisco a little over a year. 100% of my portfolio is hi-tech.

Mo
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