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To: Bill Harmond who wrote (26373)11/22/2005 12:22:47 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
what mistakes? The wildcard for me here is CRM Salesforce.com. This is really really an expensive stock. Still the size of mkt is enormous and the fact that the street thinks this is the company that will take over software means it really has a chance. Sometimes I read the CRM yahoo board and retail is short CRM, heavily. The shorts/put buyers in this market have no knowledge of a bull market it seems like.

There are still very few stocks I like in this market. Just google, apple, crm (now) I am certain are going up. Other areas like networking infrastructure that I think should go up I am less sure about.