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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Mercer-Hursh who wrote (52033)	7/12/2002 5:19:18 PM
From: hueyone	Read Replies (2) \| Respond to of 54805

Thomas, you just asked this question: Will SEBL snap back as soon as the corporate IT spending picks up or is it going to be subject to a longer slow period or meaningful competition? And you answer is? I would post a "guess" myself but I don't have enough research behind my answer to make it worthwhile sharing. Best, Huey

To: Thomas Mercer-Hursh who wrote (52033)	7/12/2002 5:36:36 PM
From: chaz	Read Replies (2) \| Respond to of 54805

Thomas... I'll offer my thoughts. JDSU and Corning will both make us wait, maybe until late 2003 or early 2004. I think. CSCO will be a momentum stock again, even if their sales recovery is delayed. NTAP will grow steadily, but not mo-mo. These two will have to wait until the summer is over. ADBE will be a steady grower, and will not stay at it's bottom for long. GNSS and BRCM will snap back, and snap down, and back and so on. WIND looks to me like a long term winner, but it also looks painfully slow out of the gate. Thomas, I have absolutely no emperical data on which to base these remarks. Just my guts, and some of the dregs tekboy promised to send to me. Chaz