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Strategies & Market Trends : The New Economy and its Winners
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To: techanalyst1 who wrote (16430)3/13/2003 1:37:16 PM
From: Lizzie Tudor  Read Replies (1) of 57684
 
I think the media companies which are borderline tech are still viable with or without options. This is yahoo, pixar companies like that. Hollywood can't be outsourced, I've come to that conclusion. So who knows, if that is where we wind up with SV it could well be that LA takes over, LOL! Not as many high cost employees in media companies is the difference I think. One or 2 superstars and everybody else a footsoldier, that model works in the US with US pay.

Cisco, Oracle all these other guys who were using options to deal with high costs of US R&D need to jettison that expense and if they don't, they are gone imo. Thats all fundamental though, from a stock perspective I think pretty much all the news is cooked in. No crash just flat is my prediction.
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