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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (13940)	3/20/2002 11:35:19 AM
From: John Koligman	Read Replies (1) \| Respond to of 17183

I'd say the latest crop of 'tech investors' has or is rapidly learning the 'analyst lesson'. Meeker is locked away somewhere earning her millions, Blodget has 'retired' to write a book, Grubman still says 'buy telecom' but is nowhere to be seen publicly. As for worth, well, as the saying goes, they overdue it on the upside and the downside. Of course, the value guys say that tech is still pricey today, and stocks like CSCO have market caps north of 100B even after the crash, so who really knows.... Regards, John

To: BWAC who wrote (13940)	3/20/2002 11:36:05 AM
From: JakeStraw	Respond to of 17183

Yes. I just talked to the company today. The read I got was that the quarter is back-end-loaded. As usual, the management doesn't understand some of the concerns regarding the quarter. I believe the stock is very attractive on a long-term basis. However, regardless of what the management told me today, I think they will have a tough time making the quarter and would look for them to either preannounce over the next couple of weeks or else have a very sloppy quarter when they report it. This would provide a better opportunity to purchase the stock, and we would do so at that time. biz.yahoo.com