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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: bvinnieb who wrote (2362)7/25/2000 2:54:02 PM
From: Boplicity  Read Replies (2) of 3951
 
Lets see, here's the logic. Sell high growth companies that can't produce enough product to satisfy companies that make some of the same products, that are facing a multi-year expansion, and buy companies that operate in cut throat sector that will have to rely on the very equipment from the companies that they are selling. hmmm weird logic, but if you look at the charts of the broadband ISP, ( I have only heard of two on the list by the way, T and ATHM) they sure have flat-lined, while the optical sector has, well gone to the moon. So on a TA bases there is logic in that play. But, those ISP have gone flatline for a reason. So the questions is, has the reason been removed?

Greg
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