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Pastimes : Home on the range where the buffalo roam

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To: jhg_in_kc who wrote (8242)	12/29/2000 2:17:03 PM
From: mishedlo	Read Replies (2) of 13572

EMC and SUNW have been around for ages (not exactly new leaders) IMO there are not leaders at all, or if they are, they will cease to be along with MSFT ORCL CSCO and INTC. I would be thinking along the lines of BRCD RMBS QCOM AVNX ELON (a ways off I think on this one, perhaps 2 years) WIND EMLX CERT (looking ahead 2 years again) etc etc At what price are they a buy is the question? A lot lower IMO. Next year will be hell, especially FEB if Greenspan does not cut rates in JAN, and I do not think he will. M

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