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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: LTK007 who wrote (60941)5/3/2002 6:11:00 AM
From: paul_philp  Read Replies (1) of 99280
 
max,

depression in some sectors - very true. dotcons have turned into ebay and amazon and not much else. telco looks like hiroshima after the bomb and there is still nagasaki to come. i dont think enterprise computing is in the same scale depression as dotcon and telco. there are a couple of hopeful signs. the most recent semiconductor numbers show a little perkiness resembling all other semi pickups. too soon to take the bear suit off but i am sniffing the air to see what's up.

Paul
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