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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: David W. Taylor who wrote (6214)	3/1/2000 10:35:00 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 8218

IMHO, your analysis only holds in a growth-free world.

To: David W. Taylor who wrote (6214)	3/1/2000 10:55:00 AM
From: George W Daly, Jr.	Read Replies (2) \| Respond to of 8218

David, using that rationale I should short MSFT - market cap 485 billion INTC - market cap 380 billion probably before IBM - market cap 180 billion. In which case I would also probably check myself into the insane asylum, shorting tech leaders is just not the way to go. I understand your concern about valuations, most of us share those same concerns. I've even taken some tech profits lately to buy some oils and financials (and have promptly lost money doing so but have a bit more peace of mind). But with IBMs strength in services, consulting, and chip technology I don't believe its overvalued. If the market drives this down into the 90s again I'm going to load up the 401K... GW