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To: GROUND ZERO™ who wrote (1415)	12/7/2000 1:36:31 PM
From: Mephisto	Read Replies (1) \| Respond to of 4583

I agree that even a slower economy looks good. The problem is that the old stalwarts: the PC box makers, MSFT, Motorola, Lucent are no longer the leaders. Actually, I wish MOT and LU would go out of business. They drag the market down every quarter with their dreary earnings. And the semi-conductor DRAM makers that support the PC box makers leaders drag down the rest of the semi-stocks even if they don't make DRAM for the box makers. I believe the shift towards newer technology leaders will help the Nasdaq. Although MOT can't make it, look at Nokia go! Sun is strong in UNIX. And EMC is the storage leader. CSCO is the hardware maker for the Internet, and John Chambers, CSCO's CEO, said recently that CSCO will do whatever it takes to remain a leader. He said that if they need fiber optics, then they would buy fiber optic companies. And Oracle always comes back. I think these markets can sustain a robust rally into the next 12 months... I'd say about 20-25%.....BWDIK It can't get much worse.