I somehow overlooked David Sylvester’s year end wrap up for the San Jose Mercury News, located in the heart of Silicon Valley (quoting yours truly).
Interesting assortment of commentators, ranging from Bullish to cautious.
Source:
Valley stocks revived in year
BUT TECH SHARES STILL WELL BELOW THEIR PEAK
By David A. Sylvester
Mercury News, Posted on Thu, Jan. 01, 2004
http://www.siliconvalley.com/mld/siliconvalley/7614146.htm