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To: Sarmad Y. Hermiz who wrote (123741)4/17/2001 8:31:58 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Sarmad: SCM should be one of the few bright spots of the tech sector for years to come -- just not ARBA as we have been over several times. No doubt there will be new players, but as long as you buy companies with mission critical applications you should do very well indeed IMO. Good luck -- is it getting more like spring in your part of the world? I was in Michigan over the weekend and buds were on the trees but it was a little brisk.


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