Zeev's Turnips Patch-No Politics (ZEEV)

[jdaasoc]

You wrote

Is this the new theme for the new economy, as played out in the HPQ results, and the after hours reaction to such. The great new economy consolidation? We could be heading into a mass period of consolidations and mergers; the cost cutting and resultant blood letting could be the largest in US history. IBM and SUN. DELL/CSC. INTC/BRCM vs AMD/TXN. If this theme then let it play. Slash and Burn! Layoff's! Reverse IPO's.

Look's about right. Plenty of capital gains on buyouts plenty of capital losses on BK's. Life goes on while a lot of 50's somethings sit idily at home wondering where their careers when wrong.

CSC, BRCM SUNW looks like losers; IBM INTC DELL as survivors.