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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (10567)	2/19/2002 1:02:23 PM
From: Lizzie Tudor	Read Replies (2) of 57684

See I'm thinking the semi's have the same problem we have in software, some sectors rebounding and others not. Its amazing how many analysts I see on cnbc say "don't buy enterprise software"... they lump the whole mkt together and thats not the way things are working themselves out. Comm, maybe the whole business is awful but chips have some bright spots I think? L

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