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To: Tony Viola who wrote (100793)3/13/2000 2:33:00 PM
From: Steve Lee  Read Replies (1) | Respond to of 186894
 
How about ECIL, GALT, BRKT & TESS? All comms businesses growing nicely with sane valuations.



To: Tony Viola who wrote (100793)3/13/2000 2:44:00 PM
From: GVTucker  Read Replies (4) | Respond to of 186894
 
Tony, RE: What tech stock, then, would you consider a buy at today's valuations?

I cannot think of a single tech stock that is a buy at today's valuations.



To: Tony Viola who wrote (100793)3/13/2000 2:46:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Tony,
What tech stock, then, would you consider a buy at today's valuations? I mean, one could make a case for shutting down the whole Nasdaq for a few years to allow valuations to catch up."

Interesting that GE was in such a position 4 years ago and kept right on going...

What tech stock can you buy now? Why Microsoft, of course!

Jim



To: Tony Viola who wrote (100793)3/13/2000 7:06:00 PM
From: Fred Fahmy  Read Replies (1) | Respond to of 186894
 
Tony, OTOT

<What tech stock, then, would you consider a buy at today's valuations?>

Believe it or not, there are still some very good values left in the tech world. Take a look at SBSE for instance. Unfortunately, the stock still does not have enough exposure. IMO, the fundamentals warrant a higher valuation.

FF