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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (38379)1/25/2001 12:37:45 AM
From: Judith Williams  Read Replies (1) of 54805
 
Mike--

Comments?

Not so much a lack of enthusiasm, but a more generalized anxiety. There appears to be a shift of the tectonic plates going on in Silicon Valley. Despite the marked recovery in the Naz, the Four Horsemen seem to have lost some of their lustre. Doubt has crept in. Csco used to be a bellwether for where techs were going. Now one is not so sure and still less easy about pronouncing any successors--particularly when they are sporting PEs like Juniper's.

--Judith
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