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

To: Lizzie Tudor who wrote (10984)4/2/2002 3:59:26 PM
From: Bill Harmond  Respond to of 57684
 
Did somebody say rotation??



To: Lizzie Tudor who wrote (10984)4/2/2002 4:00:47 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
I don't think PSFT is the problem. I think rising rates,
problems in the middle east, tech overvaluations with no
signs of a robust recovery combined to kick the NAS in the stomach. I think a test of the February lows is likely.

Anindo



To: Lizzie Tudor who wrote (10984)4/2/2002 5:38:05 PM
From: MGV  Respond to of 57684
 
"Psft might be nearing maturity on the psft 8 licensing revenue... this is company specific, I wonder if any analysts pointed that out?"

Goldman did today. Dresdner Kleinwort Wasserstein has been saying it.



To: Lizzie Tudor who wrote (10984)4/2/2002 6:53:06 PM
From: stockman_scott  Read Replies (1) | Respond to of 57684
 
The Start Of Software Pre-Announcements...

marketwatch.com


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