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To: GST who wrote (146351)8/27/2002 3:51:21 PM
From: Lizzie Tudor  Read Replies (3) | Respond to of 164685
 
I'm way up in my trading portfolio for the past 2 weeks, but I'm only in software.... maybe software just got the pop similar to the semi's in Jan.

The UBS analyst on cnbc just said capex has stopped going down and is starting to rise... maybe its specific to software and they aren't disclosing that. I definitely don't see any reason for corporations to buy more PCs.

a stock pickers mkt I guess!
L