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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (3969)	7/13/2002 4:46:07 PM
From: Gottfried	Read Replies (2) \| Respond to of 95456

RtS, sure, many tech valuations are still too high. Go with the flow which now favors NDX [bp from 8 to 21% in a week, but could reverse just as fast]. Reason I like the interview is that Seth Glickenhaus is not wild eyed. He does not call for DOW 1000 and Nas 200. He actually thinks tech has a future. And he doesn't just like donut makers, gold and banks. I don't have the wisdom, but I think if I can mentally accept his scenario, I can survive by being nimble. It may not get that bad [see Zeev]. If overvaluation is a concern consider utilities. They are very cheap now and pay over 6% dividends. They wouldn't be as cheap if not for the fact that many are being investigated. Will the dividends continue? Ask PG&E [PCG]. OSX is also a possibility. I'll probably put some funds into those areas as soon as I lighten up on tech near the top of the coming rally. utilities cheapest in 5 years stockcharts.com[e,a]waclyiay[d19950713,20020713][pb30!d20,2!f][vc60][iut!Ub14!Lp14,3,3!Lf!Lk14]&pref=G Gottfried