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


To: fedhead who wrote (18067)9/3/2003 4:26:54 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 57684
 
your area really hot today. The best signal to me was Lucent. Lucent up 6% means people think real capex is happening. Lets hope it is for real.

One area I am looking at are the networking chipmakers PMCS, AMCC and VTSS. They have underperformed the recent chip rally a little, but you need these guys if networking is coming back.