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

To: Lizzie Tudor who wrote (16065)	2/10/2003 1:12:00 PM
From: Lizzie Tudor	Respond to of 57684

here's a pretty good article Cisco: Net's Productivity Potential Untapped IBD: How did Cisco use networking and the Internet to save $1.9 billion in 2002? Bostrom: A main area has been in manufacturing, especially in supply chain management. At Cisco, we've looked at what is core to our business and what we can continue to outsource. We've gotten to the point where 85% of our orders are shipped from contract manufacturers directly to customers or distributors. That's up from 70% in 2001. biz.yahoo.com Nobody ever mentions reporting and data issues in these kinds of surveys, I guess thats too arcane to mention... but my experience is the ability to report on metrics pertaining to all divisions or facilities of a company in realtime was a huge step forward. It used to be information was available for that site/facility only... and beyond that you had to wait a week. This was in the early days of client/server when data wasn't really networked as it is today. Even C/S was a huge move forward though because at least you could report on application data with standard SQL reporting tools.

To: Lizzie Tudor who wrote (16065)	2/10/2003 2:30:00 PM
From: fedhead	Respond to of 57684

I think you will see yhoo and amzn in single digits and ebay of course has a long way to fall. I suspect ebay will make new lows as well. The issues confronting the economy and the markets go way beyond Iraq. Anindo

To: Lizzie Tudor who wrote (16065)	2/10/2003 2:50:15 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 57684

Lizzie: I think they already have thrown in the towel, the problem is nobody is willing to buy yet. In my experience talking with clients only a small % have raised cash over the past 3 years. Most still feel you have to be fully invested (with allocation and diversification). This is the unfortunate mindset of the 18 year bull, reinforced by the investment community which has expanded greatly during the bull. It will be slow to change but the #1 one rule of investing is to preserve capital. Until this is relearned by the masses (and investment advisors) we have not seen a bottom. Unfortunately its the time the masses sell en mass when they should be buying. You can see on the tape where there are just no buyers @ this time

To: Lizzie Tudor who wrote (16065)	2/10/2003 5:11:53 PM
From: Gary Kniffen	Read Replies (1) \| Respond to of 57684

Lizzie, I'm not surprised by the internet group. I've been following them for the last two years, and now it seems that every week companies in this sector are declaring themselves profitable for the first time. A couple of months ago I wrote you a post mentioning ASKJ. So far this company has turned into my biggest winner in the last five years. My largest holding right now is I Village[IVIL]. I started accumulating them a couple of years ago. They come out with their earnings on Wed morning[Conference call held during business hours]. All I'm looking for them to say is that 2003 will be cash flow positive. That should give their price a nice boost. Autobytel[ABTL] was another good trader. They are now profitable. The ^dot is barely off it's all time low of 60[currently at 85]. The next time the Nasdaq takes off this sector will be in the front.