SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Tom Clarke who wrote (9985)12/11/2001 7:12:03 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
What are your thoughts on PSFT?


PSFT a great company obviously, and since they streamlined their operations before everybody else (they were falling apart in 2000 when everybody else was awash in cash) - they are reaping the benefits now.

But they have a 10bb mkt cap and I think you can make more money with the 1bb crowd, so I prefer IWOV, MANU and ITWO in that order, just for leverage.

In that prior post I was thinking of the immediate near term, that there is no software spending going on. But I'm almost convinced next year will be a banner year for software, so everybody is going up. I'm sure psft will continue to climb.

Sure feels good to have a bull market back doesn't it! I was clobbered in the bear, along with all my industry friends. The worst thing is we can't even take our own advice!
L