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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 (4384)12/21/2000 12:37:11 AM
From: Bill Harmond  Read Replies (3) | Respond to of 57684
 
You could be right about drugs, insurance, all the defensive areas....but a bigger bang would be to go long economic-sensitive areas like semis, plus internetworking, wireless everything, B2B software, internet software infrastructure, and dot-coms.

If these defensive sectors break it will be because the mother of all rotations is finally reversing.