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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (19998)	3/28/2004 12:17:23 PM
From: Lizzie Tudor	Read Replies (2) of 57684

yes it has to happen eventually and when we finally DO get that 200K/mo jobs report, the markets are really going to rally for it I think. The problem is that I think (but am not sure) that this offshoring trend is moving east. It started here, and we are finally able to grow a few jobs, but that could be only due to robust tech demand. Financial services for example, that is NYC and NC, is there any relief in sight for them? I don't think so. A very tough call. Tech stocks are not expensive here. I don't care what Bill Gates says. Esp Capex, these stocks are low. What do you think of Ciena, are they really dead? BKHM bought New Focus Networks, that was a good one once. There has to be a play (besides JDSU) in optical.

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