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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 (21563)	7/29/2004 7:39:37 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

the point is that if the entire IT industry is a commodity the stocks aren't going anywhere. AMD for example, their turnaround is exceptional but where is the stock, nowhere. Too much pricing pressure in the industry. QCOM and IPIX I know are not IT companies. I am just speaking of IT in general. It's nearly impossible to make money on the supplier side. Only since 2000. Never true before.