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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (38379)1/25/2001 12:37:45 AM
From: Judith Williams  Read Replies (1) | Respond to of 54805
 
Mike--

Comments?

Not so much a lack of enthusiasm, but a more generalized anxiety. There appears to be a shift of the tectonic plates going on in Silicon Valley. Despite the marked recovery in the Naz, the Four Horsemen seem to have lost some of their lustre. Doubt has crept in. Csco used to be a bellwether for where techs were going. Now one is not so sure and still less easy about pronouncing any successors--particularly when they are sporting PEs like Juniper's.

--Judith



To: Mike Buckley who wrote (38379)1/25/2001 12:52:39 AM
From: lurqer  Respond to of 54805
 
I'd really like to think that people are enjoying the rapid increase in stock prices this year.

While I understand and to some extent share your perspective, I believe we need that "wall of worry". To adopt your LT view, maybe we need less current enthusiasm for more LT happiness.

JMO

lurqer


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