Certain high tech companies will never disappear: INTC, CSCO, GE, AMD, NTAP, ENC, PALM, etc., so I am placing my bets on the HIGHER GROWTH of these, currently PALM and NTAP which have also had lots of GOOD NEWS and lots of NEW SALES GROWTH DEALS which means the HIGHER EARNINGS like EPS GROWTH 498% for NTAP are all justified. These companies usually rebound the fastest, the rest all will also, but over the next 3 months, versus 6 months, versus 12 months, is how long you would have to wait for AOL to recover versus a shorter time frame for NTAP or PALM. Lets see if I am right again in 3 months or sooner. The thing that really bugs me is all the hype even now in the press about dot coms that never had a viable business model, that still get all the talk and hype, when they should have been ignorted from day one. This misplaces the focus of attention and with it, improperly detracts from the trust investors SHOULD HAVE in the solid high tech companies.
I am,
Truly your$,
-Crystal Ball |
