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To: marginmike who wrote (93469)2/7/2001 5:17:50 PM
From: American Spirit  Read Replies (1) | Respond to of 152472
 
Then short away. If the Fed fails to act and the economy crashes then all bets are off on the long side. But SUNW did just reiterate 20-35% growth for two years so a 40 PE is not expensive.http://www2.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&dist=yhoo&guid=%7B0DE7CD0F%2D836E%2D4CFC%2D8C7F%2D0445709111E2%7D



To: marginmike who wrote (93469)2/8/2001 12:40:08 PM
From: limtex  Respond to of 152472
 
mm Blodget quote Technology paradigm shifts have a way of derailing the growth of even the most dominant technology companies," he wrote. "If it turns out that the company that dominated the last technology revolution (the PC) goes on to dominate the next one (the Internet), this would be unusual."

Hmmm I wonder what the next big technology area is and which company migh dominatge it? Hmmmmmm

Best regards,

L


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