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

To: Suresh who wrote (10528)	2/18/2002 8:41:08 PM
From: Wizard	Read Replies (1) \| Respond to of 57684

>>are you still very optimistic of the recovery in place for techs ? Is JNPR and BRCD still on your buy list ? I am optimistic on the recovery in the economy in 2002 but optimistic only on a few subsectors of tech. However, with a few exceptions, most of those in the good subsectors are not all that attractively valued after their Q4 run-ups. Telecom is in a pretty severe depression and it is not coming out anytime soon. I do like BRCD as a long as it isn't facing a massive headwind but it is not going to go up in this environment. I am holding on with a low cost-basis but wish I had sold it higher as it looks like a trading-range stock at this point.