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Strategies & Market Trends : Stock Attack II - A Complete Analysis
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To: TWICK who wrote (22287)10/22/2001 7:35:38 PM
From: Jacob Snyder  Read Replies (3) of 52237
 
RE: who will lead the tech rebound:

I own a bunch of 2004 EMC and NTAP LEAPs, bought from 8/14/01 to 9/27/01. I think their sector will be among the first and strongest where spending comes back. Not so sure about IBM, I don't like companies that big, and that diversified. I've never bought Dell, as I thought they were in a commoditized sector, where no one could have any sustainable advantage. But, year after year, no one seems capable of copying the Dell Model, which is clearly superior, so maybe I've been wrong all these years on Dell. I know nothing about Honeywell. I'd add the semiequips to that list (Intel just said they are going to spend 6-6.75B on capex in 2002, which is way above expectations, and a huge bet on a 2H02 recovery in chip demand). Also QCOM (everyone is going to want mobile access to those distributed redundant data networks.)
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