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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (127817)	2/19/2001 11:23:22 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, In the long run -- i.e., over a holding period of 12 months or longer -- current prices promise some mouth-watering gains. A modest revival in the technology sector could produce gains of 100% in Extreme Networks (EXTR:Nasdaq - news), 80% in Ciena (CIEN:Nasdaq - news), 75% in Brocade (BRCD:Nasdaq - news) and 60% in Juniper (JNPR:Nasdaq - news) within the next 12 months. Well written article by Jubak, but how clear is his crystal ball WRT an overall recovery that could warrant those stocks' comebacks? Some opinions, FWIW: Brocade is very strong in its niche: fiber optic SAN switches; Ciena also in optical networking, but I don't know about the big guys coming back strong against them; Juniper will hear from Cisco, I'm quite sure; don't know why Extreme is special. All high PEs, even forward, that's for sure. You buying any? Tony

To: Road Walker who wrote (127817)	2/19/2001 12:33:35 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

John Fowler. Re: "Strategies for Playing the Current Tech Market." Thanx for the article. Jubak has some interesting ways at looking at the situation. My favorite bit was, "And of course, if you're an expert at calling tops and bottoms, hold your powder until you know the stocks you want have hit their absolute bottoms." That verbiage almost undid all the good thinking before it. Will Rogers had probably the best advice on when to buy stocks. "Buy stocks that go up. If they don't go up, don't buy them." HL