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

To: limtex who wrote (71570)	5/26/2002 3:54:36 AM
From: Steve Lee	Read Replies (1) \| Respond to of 99280

"What is clear though is that the economy is recovering. Yes it is strange that we don't see it but the recent annoucement of the increase in tax revenues sequentially supports this view" !!!!!! Are you thinking of the same announcement that I am thinking of? The April surplus?

To: limtex who wrote (71570)	5/26/2002 7:33:21 AM
From: ChrisJP	Read Replies (2) \| Respond to of 99280

I can't explain why if the economy is expanding that SUNW and other tech favorites haven't seen a pick up in revenues ... Ummmmmmmmmm because most businesses don't need to buy Sun Workstations every year or upgrade their Java software every year ? The same goes for many other tech names. Tech is verrrry cyclical. It always has been. It takes a few years for enough tech innovations to occur for vice-president level people to decide its worth it to make more purchases than normal. For example -- who really needs more than a 266 Mhz PC with 256MB RAM at their desk to do word processing or send e-mails ? What work group needs more than a 100 Mbps switched LAN to share files and send attachments ? However -- the rest of the economy -- you know -- factories and stores, lol -- is most likely benefiting from outrageously low interest rates. Hope that helps, Chris