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

To: Mark Fowler who wrote (1758)9/28/2000 7:38:37 PM
From: Bill Harmond  Read Replies (4) | Respond to of 57684
 
Mark, I think the market is saturated with grape-colored computers.



To: Mark Fowler who wrote (1758)9/28/2000 10:31:38 PM
From: Slumdog  Read Replies (1) | Respond to of 57684
 
>>It's broad band access that consumers want<<

How are you playing this Mark, other than TERN? CMTN, COVD,
??

BTW, nice timing on PALM, EMLX. Remember Emulex @46? Thanks once again!

EDIT: JDSU is flat for 2000. What do you say about Q4?



To: Mark Fowler who wrote (1758)9/29/2000 1:00:08 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 57684
 
<i.urprise no the market is saturated with computers. The economy slowing down and add with
higher energy cost most people will put off buying new computers. It's broad band access
that consumers want to supercharge computers.

Mark,

Which firm is the best play on this? That is the winning answer here:-)


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