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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Robert Rose who wrote (796)6/12/2000 8:08:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
Thanks RR... vcnt looks interesting... but you know, the other stuff I knew about before. We just don't have the plethora of new internet issues defining whole spaces like we did last year with b2c and b2b. But thats ok, it makes picking the winners easier.

I cashed out of a lot of stuff (ala William) and decided to start anew with my spec money since the old software's seem to have run out of steam - except orcl which I consider a LT investment. I bought some virata and thats about it so far... the analysts seem to like the chips this yr and thats the only really strong spec issue I know of.

My pet.. he's just a cat, and he's happy I'm back spending more time investing so he can see me more often.