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To: fingolfen who wrote (141750)8/16/2001 12:28:20 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Fin,

re: .The semiconductor/technology industry is such a "feast or famine" proposition that I'm not really surprised.

Actually it made me think that there were an unusual balance of very good investment, countered by very bad investments. The whole lists, without the numbers:

Top Earners
Intel
MSFT
ORCL
DELL
CSCO

Top Losers
JDSU
VeriSigh
Excite@Home
Nextel
CMGI

Quick math, the five winners earned ~98.7 billion over the last 23 quarters; the five losers lost ~88.9 billion.

It's a wonderful country.

John