The New Economy and its Winners Message Board

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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (13741)	9/2/2002 6:42:07 PM
From: Lizzie Tudor	Read Replies (4) of 57684

TECH STOCK PICKS The top picks of five Bay Area fund managers who specialize in technology focus on small, often unknown companies more than the popular leading companies of the late 1990s bubble. bayarea.com There's that skyworks solutions again, Landis picked it. I don't know what that company does (wireless software of some sort) but it keeps coming up. Paul McIntire likes Tivo. Van Waggonner likes software- they have 3 software picks, mone, jdec and imny. mone and jdec I like but imny is facing tons of competition from all the dead b2b startups that see contract management (and imny's weak mktg presence) as low hanging fruit. But unless van waggonner does VC business they wouldn't see that. Lizzie

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