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

To: John Carragher who wrote (14502)	2/27/1999 8:31:00 PM
From: Alok Sinha	Respond to of 64865

You wrote: From Barron's "The tech correction has run its course," opined Stephen Dalton, portfolio manager at First Union's investment management arm. "The positive trends for the large-cap tech companies are still in place. Dalton favors Gateway 2000, Oracle, Dell and Sun Microsystems, among others " What else do you expect him to sayif most of his portfolio is concentrated in tech stocks, and he is kicking himself for not selling into the rallies in Jan and Feb. From the trading patterns it is clear that small investors are still in the buy mode (look at the Intrnet mania still alive) - whereas large institutional investors are moving into defensive stocks. Wonder who is going to be right this time. Alok