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

To: Slumdog who wrote (14641)	11/2/2002 5:36:41 PM
From: Lizzie Tudor	Respond to of 57684

I saw some analysts discussing the video game makers this morning on that Forbes show. Most were flat to bearish short term on the industry, because sales have been so robust all year on the strength of the hardware migrations (xbox and ps2) and the retail channel is full at this point for xmas. It seems to me nvidia is as good, or a better way to play this space than ERTS, just because it is a depressed stock due to flat PC demand and an overexaggerated intc threat- as opposed to erts which seems fully valued imo. Of course in a bad mkt climate I would have preferred erts or another strong stock to the weaker ones, but since we've had this turn I'm going for the more spec stuff. Lizzie