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Technology Stocks : American Power Conversion
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To: Joseph Francis Torti who wrote (918)2/21/1997 7:42:00 AM
From: w0z   of 2574
 
" If you can afford some of the big cap names like intel, msft, usrx, adpt lsi, and dell, cpq,"

Joe, I would be very careful about these...most are near their highs and are very overvalued. MSFT is priced at a trailing PE of around 50 and yet is only going to grow about 20-25%. Eventually this "big cap" bubble will burst because the fundamental valuations cannot support the price. You don't want to make the mistake of paying too much for these like you did with APCC.
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