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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (10999)4/3/2002 2:28:03 PM
From: Lizzie Tudor  Read Replies (1) of 57684
 
The Nasdaq ARMS Index was 5 yesterday. Higher than Sept 17.

what is this? I typed in ^arms in yahoo and got nothing.

re:manu/itwo - I knew manu would get hit today after that i2 pre-announce. They really are in different businesses now, but I'll bet the analysts feel that i2 can throw underutilized bodies at manu markets and cut off their momentum.

Otoh iwov vs dctm, iwov is in the exact opposite position as manu with a little excess capacity... hmmm. Well I like iwov in this CM area - the founder is kindof the king of CM, and do you remember the notorious Steve Farber (from the past?)...
L
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