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Strategies & Market Trends : The New Economy and its Winners

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To: Libbyt who wrote (6498)4/18/2001 8:13:58 AM
From: Bill Harmond   of 57684
 
As a portfolio manager put it succinctly, when a sector is universally hated the market has a hard time valuing companies growing by triple digits.

That's why we've been on this twelve month Star Tours ride. The nice thing is that there's another 12 months of business (however relarively strong or soft) on the books.
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