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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: lindelgs who wrote (12004)	4/10/2000 6:27:00 PM
From: Triffin	Read Replies (1) \| Respond to of 35685

Porchies .. CNBC 'talking head' Henry Herrman from Wadell & Reed offered up the following to "explain" recent market action ... "They" ( i guess he means us ?? ) are leaving 'tech' because .. 1) It's up a lot 2) The valuations are high 3) Confidence is slipping 4) Money flow to MF is slowing 5) Questionable IPO calendar 6) Insider lock-up periods expiring 7) Awfully hard to find 'value' in 'tech' Says he's interested in "earnings growth acceleration" and suggests finding it in energy, financials and some large cap techs .. Jim in CT .. long 'shattered tech' ..