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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (3171)	9/22/2000 6:32:43 PM
From: T L Comiskey	Read Replies (1) \| Respond to of 65232

Tom........ juist wander about checking for Da Trut and nothing But Da Trut.....<g> Here's a hot post from Gregville ps..added to my CFLO...its on the Funds list....:0) o: Gregory Mullineaux who wrote (5265) From: jjkirk Friday, Sep 22, 2000 6:25 PM ET Reply # of 5284 Next Wave?..From TheStreet.Com re: Intel shortfall... Creative Destruction Don Luskin, portfolio manager of the Openfund and the Metamarkets IPO & New Era fund: I think it means that tech is a game of creative destruction. The big tech names of 20 years ago are virtually unknown today, and in 20 years Microsoft and Intel will probably be unknown too. I don't think we're seeing a rotation out of tech, but out of tech leaders whose story is exhausted. I think this just shows that George Gilder [editor of the influential monthly newsletter Gilder Technology Report] has been right all along: The center of the sphere has moved from the PC to the network. We own networkers like Corning (GLW:NYSE - news), Juniper Networks (JNPR:Nasdaq - news), Avici Systems (AVCI:Nasdaq - news), CacheFlow (CFLO:Nasdaq - news), Extreme Networks (EXTR:Nasdaq - news) and Ciena (CIEN:Nasdaq - news). These are very interesting names. I think today we're looking at a market of stocks -- a stock picker's market. I wouldn't have said that last year, but it's time to separate the sheep from the goats. thestreet.com jj