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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (15227)	12/4/2002 12:34:30 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57110

yeah definitely fewer companies... also e-commerce is really performing, maybe not to the hype levels but the e-biz arms of all the retailers were the bright spots in the recession in a lot of cases. I agree sebl stock was more bubbleish in 99/00 than cisco... but thats not really what I was trying to point out... it was the fundamental business pattern not the stock... in 98 both psft and sebl, 2 huge high flyers in 96/97, maybe the top companies in the naz, their business totally stopped and there were actually layoffs at these companies (well at psft... sebl just fires people for "underperforming'), I don't think networking had that. The stocks swished around with the asian contagion etc. but the trend was always up wasn't it? In software and comm equipment it was more cyclical. Well anyway...no matter now, we're all cyclical going forward in tech unless some new killer app shows up