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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (50180)	2/4/2002 7:38:24 AM
From: techreports	Read Replies (1) \| Respond to of 54805

biz.yahoo.com ``The sobriety will stay, the somberness will stay. It's very healthy ... I like this period where people are forced to play by rules driven by economic sense,'' Gates said. Of course they like this period. Now cash is king. Now, companies like RedHat don't have 20 billion dollar market capitalizations and don't pose a big threat. by the way, i know telecom looks like crap, but once these independent telecom companies disappear, the remain carriers will then have increased demand and less competition..this should help prices. Things could turn quickly from bad to good at the telecom companies. Plus, i still think data is growing. people are looking at the past, not the future. Companies like 360networks and the like will be gone.