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

To: Elroy who wrote (28051)	3/23/2006 12:21:26 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I have a list of hot stocks and my list is: GOOG,AAPL, MRVL, BRCM (Cramer thinks mrvl, brcm are the intc of this cycle), SIRF (bit of a wildcard), CRM. You got a great entry on aapl. I don't know why aapl is falling esp what with the msft disaster yesterday, they should be a huge recipient. I don't know as much about aapl as GOOG, but in general I think both are big winners in the VOD area. It could be that analysts think ipod is reaching the end of its cycle for the time being. But last year, aapl sold off in the spring also. As to Dell, I expect them to cozy up to google for this december, maybe a Google toolbar and writely push, in lieu of Vista?