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 (20941)	5/30/2004 4:49:18 PM
From: Lizzie Tudor	Read Replies (1) of 57684

I'm looking at amzn and tzoo in addition to your list. Maybe nile as soon as I can figure them out. We've had a huge amount of consolidation in capex, but not enough I guess. Networking used to have a million companies but now the only viable players are cisco, juniper with fdry,cien and extr looking to be taken out. In storage mcdt looks vulnerable to me and I don't think cisco is getting much traction either (different sales channel storage vs. networking and the storage/computer guys want to keep their jobs). Qlgc had a good week last week though. I'll probably stay away from capex for this year like you say except a select few. But the nets are really moving so why bother with capex troubles, except for some bottom fishing maybe this year.

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