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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (12070)	6/17/2002 4:03:02 PM
From: Bill Harmond	Read Replies (1) of 57684

Tech Strategy : Soundview reiterates their confidence in sector's H2 performance; believes Q3 will "not be difficult" with growth expected for each of the next 4 qtrs; cites historical research that shows a correlation between y/y revenue growth with y/y changes in the prices of tech stocks. Firm anticipates the most dramatic acceleration will occur in the semi, semi equip and hardware sectors and recommends owning stocks that will enjoy the greatest shift from negative momentum in H1 to positive momentum in H2: including MU, CHRT, UMC, TSM, EMC, NSM, ALTR, and LSI.

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