The New Economy and its Winners Message Board

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Strategies & Market Trends : The New Economy and its Winners

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To: Olu Emuleomo who wrote (2316)	10/17/2000 1:31:03 PM
From: fedhead	Read Replies (1) of 57684

Its crucial that YHOO hold 50. If it closes below that a lot of people will bail and 30 is possible. Buying some oil companies here PENG, MND to balance my techs. This has got to be the bottom as I have never bought oil companies before. Amongst the techs think networking CSCO, FDRY, JNPR, RBAK, EXTR. Judging by JNPR and RBAKs result there is no telco slowdown yet. If you like the networkers then you have to like ADI, TXN , AMCC, PMCS , BRCM all of whom supply to the networkers. I think only companies that destroy estimates will do well in this environment. Anindo

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