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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (3624)	3/29/2001 8:01:46 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 33421

I was taking a quick glance at SCMR and I was surprised to see that they had those revenues. They are viewed with much skepticism in the circles that I run in. I agree that CORV is leading edge. I do believe that what we are seeing is a kind of "Market Darwinism". A survival of the fittest scenario. I believe that we will see UberTechs rise from the ashes and a big part of this will be consolidation. And I believe that the next phase will have these survivors as blue chip value stocks rather than risky growth stocks.