Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: paul_philp who wrote (45747)	8/22/2001 5:30:16 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

The survey I referred to was to the CIO. These are the customers not the suppliers. Although not infallable I believe the customers know their own budgets. Sure do. Hence, the reason the majority of technology stocks are 'cyclical'. A quick glance at charts of software companies like i2, Siebel, Oracle, BEA Systems, Manugistics, Checkpoint, blah, blah, blah, etc... pretty much indicate what portion of the cycle we are in or near for that sector. Compare the two year charts of these companies to other noted cyclicals such as Intel and Applied Materials. Of course, it makes sense to have the layer of technology those two companies are involved with being months ahead in the basing process than other layers of technology. Not sure how the 'crash' will alter the chart patterns: biz.yahoo.com BB