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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Rock who wrote (18458)1/15/2004 9:57:58 AM
From: jeffbas  Respond to of 78530
 
Rock, IBM was reported to have said that 2004 will be the "beginning" of the next IT growth cycle. If that is the case I suspect tech may continue to lead in 2004. However, if it does, I think it will be led by the larger companies like IBM and EMC, and selected smaller ones that did not get fully valued last year (like SEMI), or smaller ones that did get fully valued but can possibly grow through to a higher valuation (like FARO).


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