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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (8453)10/18/2000 12:50:53 AM
From: Robert New  Read Replies (1) of 65232
 
Case well stated. In addition to the correction/bear market in techs some definite trends have been observed. Most obvious has been the shift from the large cap techs to the smaller and mid cap issues. I do feel as if this trend will hold in large part over the next few years and thus have repositioned my portfolio as such to reflect this change. We have seen many cases of the smaller more nimble companies taking away market share from the older/more established companies as new and emergent technologies come to fluition. IMO this will continue to accelerate in the days ahead...
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