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Strategies & Market Trends : Steve's Channelling Thread

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To: Bosco who wrote (7125)	11/3/2000 8:44:52 AM
From: Logain Ablar	Read Replies (1) of 30051

Bosco: I'm playing the sofware theme in the internet space, i.e. CMRC and BVSN (maybe INSP on a pullback). I agree companies like CMGI, ATHM and many others can do well in a market rally but I still want companies with solid fundamentals. Many internets will come back to resistance and just stall. If they don't have a solid balance sheet and solid revenue growth (you need to confirm revenue is "real" revenue on some of these) they will hit resistance and be turned back. Fiber/storage will also be strong but of course the two favorites QLGC & EMLX have gotten ahead of themselves. Of course mania can carry them much higher. IMO The November rally will depend much more on CSCO guidance vs. who wins the election. One caveat if Gore wins I would not want to own, drug, healthcare, oil, or MSFT. Tim

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