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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST
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To: Art Bechhoefer who wrote (21435)1/8/2002 9:45:29 AM
From: Road Walker  Read Replies (2) of 60323
 
Good post Art,

I might argue that the major growth in cell phones, and probably PC's and networks, is behind us. They are now primarily replacement markets, rather than being in a new technology adoption phase. So a new Intel or Qualcomm or Cisco, a small company that becomes a giant, seems unlikely in those segments.

Maybe the prime hunting grounds for huge growth is Biotech, but that's a remarkably difficult place to mine the few winners from the many losers (at least for me).

John
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