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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: sylvester80 who wrote (36065)3/2/2002 9:56:05 AM
From: Softechie  Respond to of 99280
 
I know which one you're driving at...it's NT isn't it...you you you...hehehehehehhh



To: sylvester80 who wrote (36065)3/2/2002 10:00:00 AM
From: t2  Read Replies (1) | Respond to of 99280
 
If the economy continues to pick up, you might see that during the next 6-9 months. And pick and choose which networkers you get. Bankruptcy candidates, forget about it. But survivors, that's where you should be putting some money in IMO. Especially ones that are trading at or below 1x sales.

I guess a case can be made for these techs that trade at low price/sales as an economic recovery takes place. A lot of these stocks are out of favor. This credit crunch concerns need to disappear.

jmho



To: sylvester80 who wrote (36065)3/2/2002 7:54:39 PM
From: Psycho-Social  Read Replies (2) | Respond to of 99280
 
CapEx Spending Lag Time:
Barron's had an interesting article in January, I believe, from an analyst or economist who researched the lag time between economic recovery and recovery in capital spending after past economic contractions. He found it to be quite short, on average, I believe, 3mo or slightly less.


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