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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (8863)9/28/2001 12:57:40 AM
From: Glenn D. Rudolph  Read Replies (3) | Respond to of 57684
 
Do we really know yet who the next generation of growth companies will be ? I think It is certain that our future will be different than the past bull market and it's too early to tell what will lead out.


Mark,

I can't say I know. I do know that voice over IP and broadband to end user has a lot more rollout to go. There are still some smaller businesses with dial-up. Streaming video which in a sense is like video on demand will defintily be common in the future. There is not enough server capacity of bandwidth for that for the masses yet. These are just idle thoughts.



To: Mark Fowler who wrote (8863)9/28/2001 6:17:47 PM
From: fedhead  Read Replies (3) | Respond to of 57684
 
stocks in the defence sector seem to breaking out. Look at LMT, EDO, DRS. With increasing defense budgets,
these companies will definitely benefit. If you have a greater than 5 year horizon I would look at the beaten down
techs like CSCO, JNPR, BRCD, ONIS , CIEN, SONS, EBAY, VRSN etc.

Anindo


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