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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (20113)	4/2/2004 12:38:58 PM
From: Lizzie Tudor	Read Replies (2) of 57684

brcm and jnpr are the #1 growth picks at bear and some other house (maybe merrill?). Also I like FFIV, not really moving today but it has been a winner. And of course everybody is waiting for those super cheap optical plays to perk up. But there doesn't seem to be anything fundamental on the horizon for them yet.

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