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

To: Gottfried who wrote (3974)	7/13/2002 5:43:03 PM
From: XBrit	Read Replies (1) \| Respond to of 95463

Gottried, thanks for finding the Glickenhaus article. It's a very interesting read. However, the implication that tech is a buy NOW was the one thing I disagree with strongly. Sure, tech is the engine of US growth long-term, but right now the long-term (as far as stock prices are concerned) is maybe 5 years. Medium-term (1 year) there is still huge over-valuation in US tech stocks. Most of the big-caps need to be cut in half from here to get to even reasonable historic valuations, never mind cheap. Much of the current valuations still reflect a dramatically decreased equity risk premium, compared to say 10 years ago. IMO this is just another legacy of the capital spending/stock bubble, and it still needs to be corrected.

To: Gottfried who wrote (3974)	7/13/2002 9:02:30 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95463

OT: I'm not certain that utilities are all that safe right now either G. Questionable accounting practices and past use round trip energy contracts to pump up operating results has me thinking the UTY can still fall below 250 before we see a bottom for the industry: stockcharts.com[l,a]mhclyiay[d19950101,20020708][pb50!b200!d20,2!i!f][vc60][iUb14!Uk14!Ul14!Lp14,3,3!Lf!Lc20!Lah12,26,9]&pref=G Keep in mind that a lot of utilites have ventured into businesses they thought would make them more sexy to investors. Those dividends may not be as safe as they seem. finance.yahoo.com@^uty&d=t I would like to continue this discussion to pick a few stocks that might be worthwhile investments should the UTY fall below 250 again. Thanks, RtS