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

To: Tradelite who wrote (21466)	7/24/2004 10:45:42 AM
From: Lizzie Tudor	Respond to of 57684

Tradelite! What are you doing here! (tradelite is from the Real estate thread) Well- this is the new economy thread so we focus on internet stocks a lot. There aren't too many little tech companies left, most are the big guys. Some companies like ebay that we call tech are really in the business of selling to mom and pop, these are the most successful companies right now. Even though even amzn had unattractive numbers this time, but I am hoping it was just a seasonal thing. On the small company capex side, the companies that sell to the larger companies as you mention, they are in trouble. Vitesse Semiconductor Corp. (Nasdaq: VTSS - message board) said on its conference call that demand for Fibre Channel components has mysteriously dried up, forcing the company to forecast a disappointing earnings drop for September.