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


To: Lizzie Tudor who wrote (2072)10/10/2000 11:59:40 PM
From: schrodingers_cat  Respond to of 57684
 
>...change of leadership...

I think this is part of what we're seeing, with internets, PC stocks and maybe some semis and optics leaving and storage (eg NTAP, BRCD, disk drives), b2b software, PDAs, biotech and alternative energy (fcel) taking the lead.

I'm not sure if semis are quite done though, MU had a good report and I think that others will too. (eg AMCC tomorrow). The strength of the world economy matters here.