Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: cfimx who wrote (56931)	11/22/2003 1:40:31 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

Rehak: So we've set the stage for some stock picks. Bill, you're our technology bull. After this huge tech rally, how will you find new opportunities? Wilby: You have to control your risk by thinking like a bookie, looking at market opportunities, and probability of success, diversifying holdings to maximize the probability of success over time. You can't use a broad brush. You have to be specific. We own Tandberg in Norway. It's well run, kind of the Mercedes of the videoconferencing software business. With people worried about travel, and high definition television coming on, the quality of a videoconference meeting is going to improve significantly. It missed a couple of quarters because of currency, so it sells at 13 to 14 times earnings. . We could have a semiconductor boom that rivals the last one for several reasons, including consumption of semiconductors in China, which is going to blow everyone away. My best stock idea is Advanced Micro Devices.Their Opteron microprocessor is an incredible product. I believe it will take significant market share from Intel, and it's cheap at $16. We think it's a $60 stock. . Rehak: Michael, you own some tech stocks. . Holland: IBM is now challenging Intelas a semiconductor maker, and I still own both. Semiconductors are such an integral part of the world economy that it's a good bet they will lead economic growth. But other sectors, like health care, look more interesting to me. . iht.com