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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (4563)	1/3/2001 11:13:00 PM
From: Tom Kearney	Read Replies (1) of 57684

Gene - what do you like going forward? The INKT downgrade was disappointing, and I've got plenty of chips - BRCM +40% - WOW! - was the big winner. (CAT will gain 40% - by Jan 2004.) I'm thinking software, even with INKT: CHKP stayed fairly strong even till yesterday in fact; BVSN has alot of catching up to do. Also, optics? CIEN sure looks good.

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