PC Sector Round Table Message Board

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Technology Stocks : PC Sector Round Table

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To: Mark Oliver who wrote (1744)	5/6/1999 2:28:00 PM
From: Yogi - Paul	Read Replies (1) of 2025

Mark, Nokia-- Love the company, love the sector, hate the valuation. As I recall, I sold it because of an insane price to free cash flow (sorry, don't have the relevant numbers with me). Other companies i own have equally ridiculous valuations but I'd had an incredible return in a very short period of time, 3-4 months as I recall, and decided I needed to book some profit. Also, some issue with employment levels vs. the industry. Haven't followed it closely in 2-3 months. Speaking of exciting, did you happen to see this announcement: biz.yahoo.com ? Texas Instruments has done some interesting work in digital projectors and delivery. Won an Oscar (?) or two, as I recall. Very interesting field. Sony is a player in equipment as well. Still hate the DD sector but the venom is slowly working it's way out of my tissue. Paul

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