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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (125098)	5/16/2001 11:50:43 PM
From: schrodingers_cat	Read Replies (1) \| Respond to of 164684

>The consumer is now spending That's great news! If sales start going up then business will have to start investing again too. Now the question is which stocks benefit most from the recovery and which areas still have to be avoided? I think that long haul telecom equipment will stay down because of the overinvestment in that area. OTOH a lot of good tech businesses are selling at the cheapest prices in years. Software companies come to mind. One thing that bothers me is that earnings warning season is looming large. So I may wait a month or so, and then try and buy those companies whose business held up best through the slow down. The downturn has provided an opportunity to find out which companies make products that their customers can't live without. The recovery is also good news for energy companies but there's a problem with natural gas stock(piles) which are building at a record breaking rate. This likely means lower prices and turbulence ahead for natural gas stocks and probably some oil service companies. Over the next couple of years I still think things look promising for gas, but short term these stock builds probably mean trouble.