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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (8629)	9/7/2001 7:05:13 PM
From: Mark Fowler	of 57684

AOL Time Warner (AOL) 35.09: Lehman analyst Holly Becker trims 2002 EBITDA and revenue estimates to $12.4 bln and $42.2 bln from $13.2 bln and $44.0 bln; cites softness in ad market.... VeriSign (VRSN) 34.16: Hearing from sources at SG Cowen that firm is calling VRSN a way to play tech in the current environment; says company gave one of the most upbeat presentations at the SG Cowen Fall Tech Conference, stating that biz is strong across all major lines and that it only needs 2-3% more in rev. to hit its $260 mln target for the qtr; firm views decline in price as a buying opportunity. I the light of today's action; i thought Vrsn look better than gold today! Have a good weekend.

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