Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: paul_philp who wrote (60762)	5/2/2002 5:45:32 PM
From: Steve Lee	Read Replies (2) of 99280

Pretty good selection I reckon! Not sure about the wildcards though (becos I don't know them rather than cos I disagree) INTC and VRTS got some more dropping to do though before they become good value. DELL, SEBL, INTC, VRTS, ARMHY, BEAS all great companies. ----------------------------- You said: FWIW, The new blue chips over the next 3 - 5 years will be DELL, SEBL and INTC. VRTS looks like it will win no matter what way the networked storage market goes. ARMHY has over 80% of the embedded chip market and 75% of the intelligent cellphone market. BEAS looks to be the development infrastructure for web-based enterprise applications. Wildcards: ISIL, GNSS, BRCM. Paul@BWDIK.com

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