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To: Sig who wrote (10380)	1/16/2003 5:14:16 PM
From: Sig	Respond to of 13815

Msft ? I'm buying AH. EOM. Sig

To: Sig who wrote (10380)	1/17/2003 12:37:21 PM
From: Boplicity	Read Replies (3) \| Respond to of 13815

I think there is effort, be it organized or follow the trend or leader what have you, to pile on in a positive or negative way with reports on stocks, sectors, etc., and the good news or negative news which is what really happening, is lost in the din. Take DELL for example. Near the end last year and the beginning of this year, DELL was being talked up. DELL could do no wrong. The story was getting told far and wide, everyone knows the DELL has taken market share during the downturn and positioned to excel during the coming recovery. So it didn't take much to pop the DELL balloon in the short term. So, to answer your question. I like the high tech sector, I think it should be bought, but it should be bought in smart way. One should have, and should continue to, look for stocks that are growing percentage wise more then there current PE. Back to DELL, Take a look at Dell's market cap, compare it to, IBM, SUNW, HP, and EMC. Look at what Gateways is doing. Then ask yourself if DELL market cap has room to grow compared to those stocks. I see no reason why DELL shouldn't be bigger then IBM, or at least HP, EMC, SUNW and GATE combined. Is Dell's market cap at this point now? That is how one should be viewing stocks in this particular market climate.