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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 (8765)	9/24/2001 5:09:36 PM
From: fedhead	Read Replies (1) \| Respond to of 57684

Would you include ONIS in this category ? I remember you saying that ONIS is selling close to its cash value. What is the cash value of ONIS ? I think the time to be bearish on tech is over. One might be early buying here but over a 5 year horizon these prices will be bargains. Gimme some more names I can add. I know I am biased but CSCO is a definite buy here. We will aquire our way in areas we are lacking in. Thanks Anindo

To: Bill Harmond who wrote (8765)	9/25/2001 4:31:23 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 57684

Yeah, but the breed beyond the chasm like Brocade, Ciena, eBay, Celera, Juniper, Openwave, Yahoo, VeriSign, etc will prosper most. Where is Amazon in this list?

To: Bill Harmond who wrote (8765)	9/25/2001 4:37:37 PM
From: techanalyst1	Respond to of 57684

The only thing holding a few of the third tier players is the cash they have. Were it not for that, this economy would be putting more companies out of biz... totally. As it is, the best in their fields are going to take market share and the little guys are going to be hurt pretty badly scrambling for market share after we turn around. In the meantime, the market is trading everything down. Pick the best, watch valuation, have cash on hand in case they get killed one day on a competitor's warning or rumor and then pray we get a recovery next year. TA