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

To: Bill Harmond who wrote (12839)	7/19/2002 2:02:56 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

not me I think LTB&H is the way to go starting in oct this year for the new growth companies in the naz. My mistake was not remembering what happened 10 years ago to people that held IBM, Apple and the 80s growth stocks, when 1990/91 came around. A few 80s star names made it to the 90s and did great like Sun but for the most part, it was all new players in the 90s. Just yesterday some analyst was saying he wondered why this malaise and churn always happened in 10 year cycles. I'm trying to pick a portfolio now, I have ciena and for software probably sticking with siebel for now, but I will really feel good about siebel if they get their analytics up and start moving into supply chain. (I still prefer manu as my favorite software pick at these levels but I'm talking who for LTB&H here). And I'm looking for a networking chip play either brcm,pmc sierra, maybe qlogic? Some people love cymi but I'm still not sure what they do. Anyway the proliferation of all these LTB&H death warrants is expected since we're in this bear, but try to outperform LTB&H in a bull... not easy imo L