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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (42890)	4/21/2000 7:02:00 PM
From: Exacctnt	Read Replies (1) \| Respond to of 74651

Not trying to spread the pain. Only asking myself if valuation suddenly is a concern on the street, then CSCO with a PE of 176, SUNW at 96 times, EMC at 144, ORCL at 150, need justification to be priced at those levels. Believe me, I don't want anymore haircuts because I do have positions in the first three of these stocks. WHat's your take of the decline in NASDAQ stocks the week ending April 14? If you believe that was a correction and hit bottom, then you have nothing to worry about. What if the declines were the first step on the road back to historical valuations? Regards

To: Charles Tutt who wrote (42890)	4/21/2000 7:02:00 PM
From: johnd	Read Replies (2) \| Respond to of 74651

Charles you right, but plan C is great for long termers.

To: Charles Tutt who wrote (42890)	4/24/2000 12:40:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 74651

but I think you go too far when you try to project MSFT's problems onto CSCO, SUNW, EMC, etc. MSFT's financial problems don't project onto those companies, but its legal problems are just an example of what any dominate high-tech company can expect if the current trend of an activist anti-capitalist administration continues to have its way. This weekend I worked through a backlog of IBDs that I'd stacked up and there was an excellent editorial in one about this issue.