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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (162369)	10/25/2000 11:20:33 PM
From: Meathead	Read Replies (2) \| Respond to of 176388

Re: Imagine what the techs would be selling for if they were really out of favor (ala 1983 on), and were priced like GM. Imagine what the tech industry would be like if they had growth rates like GM. The 5 year revenue growth rate for GM is 2.42% while it's 5 year earnings growth rate is -4.75%. I feel pretty safe in assuming that the techs wont see valuations like the automakers anytime soon. However, I agree with your take on the NAZ as I felt the same way after watching the final parabolic rise... a classic chart pattern. My sentiments last December were "I believe that we are in the final stages of a massive wall street speculation bubble" and also noted GM as a worst case scenario. Message 12260711 Moved a good deal of my money into cash back then. What I left in Dell and Intel has been slaughtered. MEATHEAD

To: John Koligman who wrote (162369)	10/26/2000 8:07:00 AM
From: edamo	Read Replies (1) \| Respond to of 176388

john and bob... "pc and telecom pretty much there..." agree, also many chip manufacturers fit the same profile...i would start looking at any tech, with strong growth potential, sound balance sheet which includes a lot of cash, and a pe lower then 40.....they will be the stocks to lead the next leg up.... oil, financials, healthcare, etc always touted as safe and leaders......unless we see a major shift in our economy, tech will present the best investment gains.... still too many triple digit share prices...