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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (11875)2/11/2000 4:09:00 PM
From: Investor2  Read Replies (1) | Respond to of 15132
 
RE: "Maybe the true value is outside the US?"

This is consistent with Bob's latest allocation, which represented a shift toward the international side.

RE: "Perhaps the tech stock prices are societies way of realligning where GM, Ford, Exxon and Alcoa are not as important as AMAT, CSCO, MSFT, etc?"

Or maybe that GM, Ford, Exxon and Alcoa need to change the way they do business, while, AMAT, CSCO, MSFT, etc. don't --- yet.

Best wishes,

I2