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Strategies & Market Trends : The New Economy and its Winners

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To: Wizard who wrote (7887)	7/11/2001 1:17:09 PM
From: Bill Harmond	Read Replies (1) of 57684

>>. Fundamentals could very well be lagging indicators for stocks bottoming just as they were in early '00 at the peaks. That's been my bet, plus I have focused in telecom where there there hasn't been a slowdown thinking that the market could differenciate the market-share gainers. That Ciena, ONI and Sonus have been thrown out with the others is a testament to sector investing (or in this case disinvesting) I guess. Apparently the market thinks Sonus and Nortel make the same stuff! My list has been free of preannouncements this quarter, too. Let's hope Q2 comparisons prove to be this cycle's worst.

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