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Strategies & Market Trends : The New Economy and its Winners
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To: Lizzie Tudor who wrote (20940)5/30/2004 4:36:52 PM
From: Bill Harmond  Read Replies (1) of 57684
 
Right. The problem for me is that there are too many capex players now. Too crowded in storage, switching, fiberoptics, etc. There a zillion new communication "black boxes", and I don't have the insight into which ones do what better than the others.

I feel better about some of the franchise stocks like Yahoo, eBay and Overstock, some IP names like Artisan Components and Qualcomm, some bleeding edge hardware names like Novatel and iPIX, and "entirely new markets" opportunities like AU Optronics, Red Hat, Athentidate, Netflix and XM Satellite Radio.
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