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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Tunica Albuginea who wrote (16636)	1/17/2001 2:16:56 PM
From: t2	Respond to of 24042

TA, True. The stocks that have experienced little or no slowdown are good buys. In addition, FED easing is very significant. Of course tax cuts will play into this as well. I also think the PC stocks will rally soon. IMHO, Dell will buy Gateway (just saw some analyst on CNBC say the same thing). Would be a good deal for both companies...just seems to easy to predict. Dell gets an outlet at Gateway stocks and makes it easier to get Dell PCs. I am long Gateway. Broadband buildout will eventually lead to PC demand pickup. In general we have a good environment for techs and big cap financials that are positively affected by interest rate cuts. Defensive stocks are being sold for good reason...profit taking and finding better opportunities elsewhere.