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

To: Mark Fowler who wrote (6148)	4/5/2001 4:53:33 PM
From: 16yearcycle	Read Replies (4) \| Respond to of 57684

To all: I vote to replace arba with either vrsn, sebl, or cien in the "new economy" portfolio. I also vote to replace pmcs, with one of the others. I don't think we picked the strongest leaders in each area.(It's so easy for me to be critical now that arba is down 90%+) I think the communication chip stocks will do fine, but vrsn, sebl and cien are more appropriate anyway. Put another way, let me ask everyone which ones they would want to remove, based on fundamentals. Yes, I want to toss out two of the biggest losers but that's just m.o.