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

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To: t2 who wrote (75356)6/6/2002 1:48:13 PM
From: J L Segal  Read Replies (1) of 99280
 
Any interest in the security sector? The sector has been hit hard with concerns about IT spending.... however some of these co's are beginning to confirm guidance .......
SYMC just confirmed they're "extremely comfortable", and CHKP confirmed earlier this week.
IMO, fundamentals in several of these companies are quite strong.
You'd think that co's with any IT $ available at all would give priority to security.
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