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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 (17991)	8/27/2003 11:48:07 AM
From: stockman_scott	Read Replies (1) \| Respond to of 57684

09:31 ET Symantec SepQ to benefit from influx of computer viruses (SYMC) 54.26 +0.06: US Bancorp Piper Jaffray believes the recent virus and worm outbreaks are having a dramatic positive impact on Symantec's sales. The firm expects for the balance of the September quarter, NPD trends will reflect this jump in business, and will likely move shares of SYMC. Beyond the December quarter, the firm notes the potential launch of a competing product from Microsoft will likely weigh on shares of SYMC.

To: Bill Harmond who wrote (17991)	8/27/2003 8:35:41 PM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 57684

SMTC is one of my all time favorite well managed companies with proprietary products and defendable margins. I've been a share holder for 8 or 9 years and continue to believe that the entire analog group will maintain a premium to other chip makers because their craft is more of an art as opposed to a commodity. Having said that, I thought the pop today was a bit extreme, but nevertheless welcomed! Another group that looks strong is advertising/search. I held my VCLK thru the bear blood bath and it seems the chart now looks great. Another possible candidate for the New Economy Watchlist is Convera, a company with patents on sound and image search. IMO, enterprise search which includes the above has great promise and I can't imagine that the music industry will be able to live WITHOUT sound search or sound retrieval if they want to stop the piracy thing that is strangling their biz. I believe there is a fundamental change in the way corporate America advertises and the companies that provide the new methods of media purchasing, product search, and new customer acquisition are going to make $ dinero. Sorry this post is all over the place. I last posted in Oct 2000 when we were discussing the effect of expensing options on stocks. Seems the nightmare came true! ,yeowch. BTW, does this thread have an official watchlist of "new economy " candidates? LR