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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Softechie who wrote (35951)3/2/2002 9:53:01 AM
From: sylvester80  Read Replies (3) of 99280
 
The key Softie is to know 6-9 months ahead when capex will bottom and start reversing. If the economy continues to pick up, you might see that during the next 6-9 months. And pick and choose which networkers you get. Bankruptcy candidates, forget about it. But survivors, that's where you should be putting some money in IMO. Especially ones that are trading at or below 1x sales. <gg>

JMHO.
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