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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (94797)	3/3/2002 11:49:06 AM
From: Joan Osland Graffius	Read Replies (4) \| Respond to of 132070

KT, >>I don't really look for Cisco, Worldcom or Intel to lead this time. Microsoft is a big enough monopoly that it will hold on until something better comes along. Oracle and EMC are on the cusp. Agree. The survivors stocks will act like commodity companies and the stock prices will be dependent on economic cycles. The Microsoft tax on PC's is starting to become a problem and suspect the $300 PC is going to use alternatives to their system. I read that China is developing an inexpensive high quality cell phone for their consumers and if things go as in the past, the current cell phone manufactures will have price competition. Also read that Japan is moving their manufacturing to China and with the devalued Yen they are going to be low cost producer for a fair number of products. Joan