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 : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: LK2 who wrote (3142)	4/30/1998 10:38:00 AM
From: LK2	Read Replies (2) \| Respond to of 9256

More on this week's HQ conference: >>>>>>>>>>>>> On Wednesday, the members of the 1998 annual buy-side panel at Hambrecht & Quist's technology conference, where top fund managers give their best stock picks, were all smiles and good cheer. On several occasions, they mentioned the technology industry's bull run in the same breath as Pfizer's (PFE) ultrahot Viagara impotence drug. As panelist Michael Bourne, managing director of Finsbury Technology Trust, put it: "You would have had to be a complete bonehead not to make money this year in technology." <<<<<<<<<<<<< I have to admit that I'm part of the bonehead group that Bourne is talking about. But I'm also curious if most of the people on this thread would agree with Bourne and the other fund managers, that technology has been sizzling this year. Some tech sectors are doing fantastic, but it seems to me that a lot of tech sectors haven't done much of anything this year. Maybe it's because I'm thinking of last year's prices versus current prices, that I think only selected sectors (internet, whatever) are hot. But chip makers, drive stocks, and a bunch of other tech sectors haven't done much of anything. I also think my outlook is distorted because of how much money I lost in the last quarter of 1997. Is anybody willing to say how they are doing in the tech sector this year, good, bad, or otherwise? I'm not asking for specific dollar amounts, just a general idea on the tech sector investing, as separate from the general market investing. Regards, Larry

To: LK2 who wrote (3142)	4/30/1998 11:47:00 AM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Larry, <<and you wonder how much practical value there is in studying fundamental data like current earnings, revenues, etc.>> I have to believe that caring about fundamentals will pay off in the end and, if you will forgive a nasty thought, I have a mental picture of sound fundamental, value oriented investors leaning out the windows of their offices snatching stock certificates out of the hands of "new paradigm" traders as their bodies go whistling by on the day of the "Big Kahuna".<VBG> Yogi