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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: James Strauss who wrote (42372)	3/6/2000 10:29:00 AM
From: Lee Lichterman III	Read Replies (1) \| Respond to of 99985

Just my stupid opinion but this whole B2B thing is like the Y2K services thing a while back. They will fly until the reality hits that there is really no change in earnings growth after all. Some of the biggest B2B companies are in actuality the same IT services companies that capitalized on Y2K and other services. Those "old" companies are not seeing revenues rise exponentially and are trading lower than they were last year. Who really does more B2B work, IBM and CPWR or CMRC, HLTH PKSY etc? If you really think B2B is going to stay hot, why not go with the real leaders? These multiples will get clipped in time, just don't know when. I rank these new comers like I ranked ZITL a coupe years ago. You have to admire thier trying. <ggg> Internals are melting in the market but they are going for the brass ring as expected in teh NASDAQ. Watching the trading and everything is struggling yet the index is groping for 5K. You can see the stocks being pumped one by one as they try to figure out how to get it there. Then when one set fails to go up enough, they drop it and move on to another group. Maybe the internals falling is only because of this. Sell trannies, DOW etc to get fuel for the NASDAQ. I guess no more suckers would buy DELL so now they are dumping it and moving back into SUNW which is finding a lot of sellers at the 99 area. QCOM tried to run but hit a brick wall so far. Good Luck, Lee