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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: pls418 who wrote (7569)9/9/2001 3:49:14 PM
From: energyplay  Respond to of 23153
 
Upbeat on selected tech stocks ? - Check out Barron's Tech roundtable - some good stuff, about 10-12 stock mentioned. Some good analysis insight, which might be applicable to other selected tech stocks.

Notice that the Roundtable is being VERY selective, and buying when company product cycles can overcome the macro economic environment. I also get the sense they are not putting in heavy positions yet.

Except for the WiFi / 802.11 plays like Intersil, I'm not close to buying these... but I will put them on my watch list.

Anyone have comments on the article - are these guys missing it by being too picky, or are they too early ?