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

To: 16yearcycle who wrote (3426)	11/25/2000 6:22:40 PM
From: Bill Harmond	Read Replies (3) \| Respond to of 57684

>>>I am adding C, BAC and AXP to my list of beaten down "value" stocks for 2001 Citigroup and American Express are the bluest of blue, but why go this direction now when there are such pickings among the leading new economy names? That's closing the barn door... I track $BKX >>>...but also will pick away at T, Wcom, and Lu. I'd lie down until the urge passes. You know so many better companies than these. I suppose Lucent might be a bet based on new management, but I think there is plenty of time to detect rennewed product momentum. Circuit-based communications is moribund, and Lucent is lacking in packet. What acquisition of Qualcomm's competes against Vicinity?