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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?


To: Gus who wrote (12895)7/17/2001 10:41:58 AM
From: Road Walker  Read Replies (1) | Respond to of 17183
 
Gus,

It's interesting the companies that continue ot invest in IT, companies like Home Depot and GE. It will probably cost them less than a penny a share in reported earning each quarter. But when the economy turns, I wonder what the competitive advantage will be worth.

JMHO, a portfolio limited to companies that are increasing IT spending this year might be a pretty good portfolio a few years from now.

John