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

To: Wizard who wrote (9879)	12/3/2001 10:47:08 PM
From: Suresh	Read Replies (2) \| Respond to of 57684

Wizard, we will revisit this a year from now and see how the best companies in that list have done in terms of revenue/employee, cost structure etc. Are you saying that these companies will have the same growth rate as they had in bubble years with the bubble year revenue as the base ? What I am trying to say is that; 1) Cost structure of the many companies assumed a growth rate based on some revenue and it is not going to be the same going forward. I think for most of the companies it will be compounded rate of about 15% to 20% based on 98 revenues (once again there are going to be exceptions but not the rule). 2) I have no problem with the assessment that operating profit/employee will even improve for less mature industries. NOK, MSFT, JNPR, ERTS, AOL etc... are mature industries... or are you suggesting they are the hypergrowth industries. If you can, can you share the list of companies which are your best ideas based on the current macro economic view? Is it based on the stock performance or company performance ? Thanks, Suresh