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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 665.67

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To: Les H who wrote (67502)	1/23/2001 1:27:20 PM
From: Winston Lee	Read Replies (2) of 99985

<<There isn't much stock left standing in CHKP's space (net security) except RSAS>> CHKP dominates in the VPN space. I haven't kept up with RSAS in a while, so I don't know what's going on in authentication space. VRSN would be a good buy except it bought Network Solutions - a stupid mistake, frankly. There are still a number of great companies on the NAZ. We are in a transition period where new leaders are emerging and old ones are falling by the wayside. Unless there is a recession or inflation, investing in these new leaders will make investors a bundle of money over the long-run.

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