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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (22593)	6/15/2000 1:52:00 PM
From: Ex-INTCfan	Read Replies (1) \| Respond to of 35685

Nice to see MSFT and CSCO performing OK. Only thing that has me concerned about this market is the lack of leadership. Dell's been dead money for quite a while now, MSFT dropped to bargain basement levels. CSCO's held up OK, but not behaving like a leader -- more like a traffic cop. Same can be said for ORCL and SUNW. AOL out of the picture after the merger. Maybe we have entered an era where market leaders rotate -- electronic information and trading makes everyone jump on the companies with the best opportunities and drive their prices up quickly, to the point where the NPV is fully priced into the stock, and then they stagnate for a while. Meanwhile, technology changes so quickly that new potential market leaders become apparent much more quickly, so we see rotation. I dunno. Just a thought. INTCfan