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Strategies & Market Trends : NetCurrents NTCS -- Ignore unavailable to you. Want to Upgrade?

To: KevinMark who wrote (4287)	11/10/2000 2:13:16 PM
From: Dave Gore	Read Replies (1) \| Respond to of 8925

I tend to agree, so it makes sense to invest some money here if you have a long enough time horizon. If not stocks, then tech oriented mutual funds, like Firsthand, which is run be a very savvy guy. I love EXDS and CPQ is looking tempting here as is of course SUNW. Valuations still too high though according to some. That is the only reason the NAZ would dump down and break 2800 or so. Hey, if DELL gets down to a PE of 15, I may even buy that. A 20% growth rate on a 15 PE stock is tempting.