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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (7570)6/13/2001 1:14:30 AM
From: Tom Kearney  Read Replies (2) of 57684
 
Gene - the stories on the QCOM thread are just mind-boggling. This one in particular:

Message 15933398

BTW, who do you like LEAST out of this group:

AMSC, CRA, BRCD, CHKP, CIEN, CREE, DCLK, EMC,
FLEX, ITWO, IMNX, JDSU, JNPR, LWIN, MANU, MERQ,
MSFT, NPSP, NUAN, ONIS, OPWV, SEBL, SONS, SCON,
VCNT, YHOO

If I'm gonna get some prgn, I'll have to sell something, and I like all these, each for various reasons. I suppose amsc, vcnt and scon are suspect, but they're pretty small holdings. This just the trading port. Having gone back to a long term outlook, I find so many bargains, it;s hard to choose.

Regards,
Tom
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