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

To: Logain Ablar who wrote (16071)	2/10/2003 3:45:45 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I know you like software but there should be other areas as well. I only like software and internets right now. I was thinking SCEs were a short, but I missed an entry so am staying out of those. I will buy some if the price is right, maybe amat at 5? The problem is that those are still pretty pumped up, whereas software has a lot of P/Ss under 2. Zeev has 950 on the naz for this year and I suspect if we see that, then the strong stocks will be lower than here, but perhaps flat or above their october lows. So even though the naz goes down I still think the bottom is in for the stocks I want, UNLESS we see naz 700 or so. Microsoft looks to decline and that alone could bring the indices to new lows. But it does not mean that ebay will see 25 or amazon 5, and especially not oracle 5. A microsoft collapse could actually help other companies and their stock prices. The 74 bear ended with a whimper also, I looked into that. I plan to find out this week how long the low volume continued after the 94 lows... not sure about that. There continues to be brutal consolidation in the naz, another company taken out today I see (SCIOS) so it is possible that by the time this flatish trading pattern comes to an end the naz will have 25% fewer companies than in 1982.