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Strategies & Market Trends : The New Economy and its Winners
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To: 16yearcycle who wrote (14159)10/2/2002 6:59:17 PM
From: Lizzie Tudor  Read Replies (1) of 57684
 
Oh I see, yes chkp is reacting well to the news. We are down to a very few remaining enterprise software companies, 100mm in this climate is not bad.

Nobody likes my idea on how to save AMD... merge with Sun. Its the HP approach to solving your problems. <gg>

If you need reinforcement about your bearish position, visit the velociraptor thread, and talk to them about fundamentals. 1) Dell is a commodity boxmaker and not a technology company, 2) there's no "there there" in internet content delivery- p2p, etc.
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