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To: mishedlo who wrote (10291)2/15/2001 11:45:47 PM
From: pbull  Respond to of 13572
 
I'd say that I have to agree. Tech gorillas are an endangered species. I could make a case for MSFT and QCOM, but their market caps are already so big that you're asking for a case of Cisco-itis, or, in other words, a great company, not a good investment.
There are some pretty good clues out there right now if you like to play the short side. Q1 and Q2 earnings look, well, pretty doggone bad in some of the big end-users of tech.
There's no rush, IMO. But when NT is laying of thousands, well, guess what that means for xxx and xxx and xxx.

PB