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To: Lizzie Tudor who wrote (2433)8/26/1998 3:22:00 PM
From: Melissa McAuliffe  Respond to of 3033
 
That was my whole point about the large caps. The place to be right now if your in tech is dell and csco...not enterprise software.

I think that this whole concept of sector rotation makes a lot of sense. Unfortunately, my sector has always been enterprise software since that's what I know. I don't know about anyone else but this it's just killing me to watch this ....temporary or not...it's still doesn't rate up there with things I love to do. Though on the bright side....look at the incredible buying opportunties there will be when things turn around.... sure wish I knew when that was going to be.