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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (50557)	7/22/2002 10:27:46 AM
From: larry	Respond to of 64865

John, I will email you later. Anyway, I have been a buyer of gold stocks since early this year and traded them heavily and made a killing since late May (up about 30% since then). Sold 80% of them last Friday morning. Will ONLY buy QQQ and tech stocks if I see a crash this week. INTC's fair value is really only around 10-12 based on historical PE. If you strip away the stock option expense and pension gains, the number probably should go lower. But I will be a buyer of INTC at that level. I used to believe that SUNW will be a player in the after bubble era. Now it seems that the market does not think so and is pricing the issue as a 2rd or 3rd tier player. The NAZ, or telecom got a big boost by the Buffet news weeks ago. However, I suspect that lots of these telecom players will go under before we see the full recovery. That kind of put risk at very high level. good luck to you, larry