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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (97006)	7/25/2002 12:06:20 PM
From: Amir Shalit	Read Replies (2) \| Respond to of 132070

KT, do you see value in techs before the dust clears? Maybe a few special situations like TLAB (CEO with a catchy name <G>) and HPQ (Sales as high as IBM with 1/3 of the valuation and sooner or later will get a real leader) but for the most part they either have too much debt (NT, LU) or technology that is becoming obsolete or they are good companies like MSFT, INTC and CSCO but still too expensive. Amir