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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (21449)	7/23/2004 11:48:04 AM
From: bob zagorin	Read Replies (1) of 57684

agreed wm. i think maybe we have start differentiating. there is tech and there is tech. to me tech means companies that are research driven; that reinvest a significant part of their revenue in R&D to drive their growth. right now i think we have to recognize that our economy and society will have to spend a much higher % on security including identity, bioterrorism defense and internet scams. SFLK fits there; so do ISIS, VICL, MANT. how about some other names that may be trashed right now but could benefit from that major trend (if you agree)..

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