MDA - Market Direction Analysis Message Board

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Strategies & Market Trends : MDA - Market Direction Analysis

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Nov 12 4:00 PM EST

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To: el paradisio who wrote (56975)	7/21/2000 11:44:27 AM
From: Jorj X Mckie	Read Replies (2) of 99985

.Who is the customer for all this high flyers with p/e range from 50-5000... The companies that you listed do not all have the same customer bases. NT and CSCO have the widest range that pretty much falls into the category of "everybody" (LU is giving up on the enterprise). This includes many different types of service providers, to dotcoms, to clicks and mortar to old time industrial. In the enterprise, I am seeing a shift in the growth from the pure dotcoms to the old time bricks and mortar businesses. Internationally, the growth areas will often have a different profile.

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