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To: reaper who wrote (142007)	1/7/2002 11:23:17 AM
From: patron_anejo_por_favor	Respond to of 436258

Good GAWD man, when you shop, you don't f*ck around!<G> I notice you didn't make it into ANN (which is tanking nicely this am)<G> <<This I think has VERY much reached the point of 'conventional wisdom' at this point. As a general rule I think one wants to fade conventional wisdom.>> I agree, but maybe the theme works stocks in these sectors higher for a bit longer, first (maybe until Q4 earnings are out for most of these companies). Finally, re: TWTR...I think they're aiming at a very narrow demographic that can get what it wants cheaper elsewhere, ie, I think BBY will eat their lunch (and maybe even ULTE in markets where they compete head to head). Oh yeah, and the annual Consumer Electronics Show is going on in Vegas this week, that's frequently used as an excuse to ramp-and-distribute these stocks (BBY/CC/ULTE/RSH/TWTR et. al)