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Strategies & Market Trends : Sharck Soup
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To: minorejoy2000 who wrote (30237)7/7/2001 8:16:50 PM
From: Softechie  Read Replies (1) of 37746
 
I was very bearish last year and early this year. I followed the telecom sector last year and saw these were cash cows to most networkers and semis. Everything is in the food chain. Once telecom got slaughtered, others have to go as well. Telecom and internet were the key drivers for the boom. Now telecom I feel has hit bottom and in surviving mode, others like networkers and semis will have to come down hard and I'm waiting for most (not all) the shoes to drop to start buying major networkers and semis. I like AMCC ARXX TLAB CSCO JNPR CIEN ADCT COSN. Another thing to watch for is the computer services sector. I like SCNT VIAN KCIN CSC. This sector may have to wait for 2002. Just IMHO.
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