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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (4979)	1/16/2003 5:33:16 PM
From: Lizzie Tudor	Respond to of 25522

because tech companies (even the strongest of the strong) msft isn't the strongest of the strong wrt growth though, that is the issue- they are sortof at a fork in the road, they either mature here based on their existing product line at which point they are indeed overvalued or they move into enterprise agressively and attack oracle and resume prior growthrates. Their success in the enterprise arena is in no way assured, but you can't really rule it out either- for now they are sortof in a no mans land wrt valuation and potential. Lizzie