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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?


To: billwot who wrote (14423)12/13/1997 1:41:00 PM
From: Scooter  Respond to of 27012
 
Billwot--The whole market is a big disappointment right now, especially the techs. With the positive economic news the last few days, in any other market environment we'd be rollin'. PC demand is great and CPQ is down $22+ from it's high?!?
Also INTC is ridiculous at these levels. I haven't added to that for a while, but I'm due. Also AMAT--I don't care who cuts their opinion. It's trading at 13x 98 earnings.
It's got to the point that I'm selling other industries to buy more techs--and my tech allocation is already alarmingly high. But I can't ignore where the best opportunities are.

Enjoy the rest of your weekend,

Scooter