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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: freeus who wrote (22898)	12/8/2000 12:17:21 AM
From: Venkie	Read Replies (2) of 65232

Things are in the process of changing in the tech world.A lot of big cap stocks are to big to get the gas they need to fire the engine..A new world and a new economy is coming forth....new technology.Just like when Intc..Msft..csco were born. I think we will see the big caps bleed down to something realistic. I think new leaders have been born and will take charge of leading the tech. world... Qcom Jdsu=fiber..<Scmr/Cien>Sdli> Glw Chips= Brcm..Pmcs..Amcc...<<<<<<Rmbs>>>??? Networking=Jnpr..Extr E Biz and Software=Sebl...Vign....Bvsn...Cmrc...Arba Storage=Vrts...Ntap These will be some of the leaders as new will be born..They will replace the Msft..Intc..Emc..Dell..Csco..which hv all gotten pretty mature...too many shares w/o enuf gas to keep the engine firing like in the past..Do you realize how much it would take for them to continue to grow as they hv in the past..The problem is getting the money out of them and going to the new economy companies..From the looks of the other day's rally...we know theres money waiting to buy...Intc has warned and already had a lot of the mkt cap dissapear as in Msft.. Dell.. ect..ect.. THE BIG GUYS KNEW THIS WAY B4 MOST OF US AND THEY HAVE USED THE MEDIA TO DRIVE THE PRICES DOWN AS THEY ACCUMULATE. Some of the internet stocks will go thru a change and come back to life... Cflo..Agil and others are important..Elon will make our home like the jetsons..Watch and see when the rally comes..who gets on the train.Those with visions will see and become the new wealth effect.Good Luck ..I am looking at the buy and wait strategy Jetson home=Elon

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