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

To: Bill Harmond who wrote (7658)	6/18/2001 6:15:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

ONI, Ciena, and Sonus are doing fine by any buy-side contact I use. Maybe they're all wrong, but check 'em out. These guys are a big part of Nortel's and Lucent's problems. << Bill if makes new lows you what what they say...Large caps i'd stay away they will not outperform small and midcaps. And When the dollar weakens the large caps will get l hit the most. Onis, Sons, Ciena have better fundamentals, but question is will they hold on to there high risk premiums in that lousy sector right now. And right now I'm not sure about the S&P, Banks, Indu,Compx, Dollar... Intermed.( down) and longer term , they all look like another technical nightmare is coming.