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

To: Bill Harmond who wrote (4600)	1/4/2001 8:17:23 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

Here is the top choices the thread picked for the forward 12 months. We ended up with a top EIGHTEEN, instead of a top ten, due to ties. I'll use the 12/1 close for the starting point because that is when we started getting choices. I'll post a portfolio here on si once someone tells me how to do that:(Bill, Tom, anyone...help) 1.JDSU/SDLI 2.ARBA 3(t).YHOO 3(t).QCOM 5(t).JNPR 5(t).PMCS 5(t).CHKP 5(t).VRTA 9(t).CIEN 9(t).ADI 9(t).BRCD 9(t).BRCM 9(t).BEAS 9(t).EBAY 9(t).AKAM 9(t).NTAP 9(t).AMCC 9(t).GLW The nasdaq was at 2645 on 12/1/2000. It looks like ntap, amcc and chkp are the strongest so far, but this is just by memory. A portfolio of the 10 dogs I suggested as a value index for balance is way up: t,wcom,lu,usg,hd,cost,jwn,bac,c,axp I added lu today, and am holding enough wcom, cost and t. JWN got away so far which is very annoying. I sold usg already, to move the money into glw, and cien. I'd love to run both the value and thread portfolios on a thread on si, as a comparison, if someone can tell me how.