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Alexander

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Alexander

Re: Zeev Hed post# 237751

Friday, 04/30/2004 2:59:43 AM

Friday, April 30, 2004 2:59:43 AM

Post# of 704041
ZEEV

Good points. I agree the next few sessions will be critical.

I have more a bottom up approach. As you know, i'm not a big fan of the tech incumbents (msft, orcl,ibm...). So i look closely at the stocks that IMO have potential to be this decade's leaders.

IMO, software has the least downside from here and networking/chip are close to reasonable levels again. I find wireless and Internet the most extended.

alexander
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