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 (17991)	8/27/2003 8:35:41 PM
From: Leeza Rodriguez	Read Replies (1) of 57684

SMTC is one of my all time favorite well managed companies with proprietary products and defendable margins. I've been a share holder for 8 or 9 years and continue to believe that the entire analog group will maintain a premium to other chip makers because their craft is more of an art as opposed to a commodity. Having said that, I thought the pop today was a bit extreme, but nevertheless welcomed! Another group that looks strong is advertising/search. I held my VCLK thru the bear blood bath and it seems the chart now looks great. Another possible candidate for the New Economy Watchlist is Convera, a company with patents on sound and image search. IMO, enterprise search which includes the above has great promise and I can't imagine that the music industry will be able to live WITHOUT sound search or sound retrieval if they want to stop the piracy thing that is strangling their biz. I believe there is a fundamental change in the way corporate America advertises and the companies that provide the new methods of media purchasing, product search, and new customer acquisition are going to make $ dinero. Sorry this post is all over the place. I last posted in Oct 2000 when we were discussing the effect of expensing options on stocks. Seems the nightmare came true! ,yeowch. BTW, does this thread have an official watchlist of "new economy " candidates? LR

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