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[RT] Valuation - Tech



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Avoiding trying to figure when and where the NASDAQ will potentially turn
for the moment, what is the criteria one should use to invest again in
technology.

If possible let us also avoid an economic turn which understandably is a big
part of the formula as is "product", market potential and so on. It is
certainly not just price (XYZ has dropped below $20).

Past earning performance, price to sales, price to book  . . . . what does
the "institutional" investor use to decide when to step in and "invest" once
again in this sector (or should I say carnage) assuming their investment
horizon extends out for 1-2 years maybe more.

Is there anyone on the list that knows what they look at (understanding
there may be better areas to invest in such as energy, value companies etc.
right now).

Bottom line when will the Intel's, Sun Micro's, Cisco's, Microsoft's, LSI
Logic, ADC Telecommunications have "value"? Thoughts anyone. Does this
really represent a significant opportunity today for one who has so far
avoided this massive drop, as some are touting?

The charts should tell us when to invest and that may be the ultimate
answer, but for the moment is there any "fundamental's" one could look at
also.
don ewers



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