VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (26725)	12/21/2000 6:45:59 PM
From: pinhi	Read Replies (1) of 65232

Greg, your dumb bell analogy is a good one re: new economy vs old. I think your right about next year as well. The right stocks up 50%. ORCL, QCOM, NTAP? what else? Don't really know what to think about the telecom equipment suppliers like CSCO,GLW, JDSU, and CIEN. Is the capital spending slowdown already in the stocks, especially after the last week? Pinhi

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