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Strategies & Market Trends : The New Economy and its Winners

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To: schrodingers_cat who wrote (9887)12/4/2001 1:15:35 PM
From: Lizzie Tudor  Read Replies (1) of 57684
 
Hi Schroedingers_cat!!!

It's great to see any of the old gang here.

I know from my contacts that PCs are on the rebound. Also game software, wireless and some military technology.

But Suresh is correct, nothing else is really moving. Sun servers aren't moving, Oracle databases and the like - the big caps. Large scale capacity is not being added anywhere as far as I know - and since I have a bunch of networking stocks I'm a little concerned. I don't want to be holding cisco at 20 for the next 10 yrs. I'm betting (hoping) that PCs are at the beginning of the rebound and we will see widespread growth next year.... but who knows?

PS why all the negativity about that segway scooter-thing? What were people expecting? I think its kindof cool, myself.
L
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