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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (6149)	4/5/2001 10:24:26 PM
From: Mark Fowler	Read Replies (4) of 57684

I thought about this on the comm.chip, networking, and fibre stocks could take longer to come back because of the tele.equipment glut and equipment pricing pressures from competition. I'd stick with a Jdsu because of there size and leverage. Some of the top tier internet stocks could pull out of this faster. Yhoo, Ebay, Vrsn and even Amzn( high risk) and i'm sure there will be others. Yhoo reports next week; see what happens on that.

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