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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (28026)	1/3/2001 9:08:48 AM
From: Dealer	Respond to of 65232

January 3, 2001 7:29am THE DAY AHEAD: Dissecting a sector downgrade By Larry Dignan TDAIN ZDII COMMENTARY -- Robertson Stephens analyst Dane Lewis has a weird way of saying, "Happy New Year." Lewis downgraded the Internet infrastructure sector and sent the Nasdaq reeling on the first trading day of 2001. And skittish investors just made matters worse. While folks were busy ditching shares, it would have been nice if a few people took a deep breath for a few minutes. Whenever you see one of these broad sector calls, keep in mind that not all companies are created equal. Some are more equipped to weather tough times.