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Re: Zeev Hed post# 282402

Wednesday, 08/11/2004 10:30:49 AM

Wednesday, August 11, 2004 10:30:49 AM

Post# of 704041
Zeev

Thanks.

IMO, new leadership (stocks and sectors) will emerge.

I strongly believe this rally will be lead by lower-cap companies that have been decimated lately. I don't see the big guys outperforming in this rally.

I continue to believe that tech is in transition and the underlying new trends are not favoring the incumbents.

Alexander



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