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Politics : Idea Of The Day

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To: IQBAL LATIF who wrote (30926)	3/18/2000 2:23:00 PM
From: KHS	Read Replies (1) of 50167

From anything to something...... Ike, a specific question for you. IMO, investors in "new economy" will become more selective. No longer just anything in a sector, but the ones that have strong model that is progressing. Many losers, but a few big winners. RMBS example........ When I look at the small cap DSL developers (AWRE,VRTA,GSPN), they all trade richly, they all have high short interest, but maybe only one really will become the winner. The also rans will come down big and the winner will go up. This is just a micro example using a sector I'm familiar with. What do you think about the type of rotation?

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