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

To: fedhead who wrote (9167)	10/15/2001 1:58:42 PM
From: Bill Harmond	Respond to of 57684

I don't think the financials will lead like the last time because they are far stronger now than at the 1990 lows, and there won't be the consolodation in the industry like there was in the 1990's. I think those honors go to tech this time. MU. the low-cost producer. Whenever demand turns up they have the best operating leverage. Still a commodity play, which of course is a double-edged sword. Ariba's putting a smile on my face for the day so far. eBay started 2000 at 62.50. Simply amazing.