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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 (16732)4/24/2003 2:51:08 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
yes its all internet, I think you also came to that conclusion

we can't have 100% growers in the internet area without at least some infrastructure players taking part eventually, just the way it is.

BRCM has had a nice run lately, that is a candidate for recovery I'd say (if you like cisco but cisco is too big)

edit - nice recovery in the nas



To: Bill Harmond who wrote (16732)4/24/2003 2:58:08 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 57684
 
hey have you kept up with homestore homs?

Are they toast?


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