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


To: Bill Harmond who wrote (16356)3/9/2003 12:47:43 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
wasn't this one that broke out one day?

Q. Which technology stocks do you like?

A. Stocks like Cisco Systems and Qualcomm, as well as some of the old regional Bell companies, like SBC Communications. We own Avocent, which is in networking equipment. We just bought F5 Networks, which is also in the networking area. One stock that is a sleeper but is also a bit riskier is Foundry Networks. We also own stocks in the office electronics area, Xerox and Canon.

Message 18676672



To: Bill Harmond who wrote (16356)3/9/2003 2:07:47 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 57684
 
this is really catching on at the companies I work with. They don't use yahoo but some other company for IM. Yahoo can start to do the msft thing and take some of these growth areas from the niche players I think.
enterprise.yahoo.com



To: Bill Harmond who wrote (16356)3/10/2003 3:43:18 PM
From: fedhead  Read Replies (3) | Respond to of 57684
 
AMZN, EBAY showing incredible strength into the teeth
of this selloff. With the consumer looking like they are
ready to pack it in, I don't see how AMZN and EBAY's can maintain their revenue targets. Still the strength has
to be respected and I will look to pick them up once I
see some sort of capitulation in the form of high VIX levels, above 45 preferably above 50.

Anindo