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Technology Stocks : Internet Guru Discussion

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To: George Martin who wrote (2796)9/23/1999 4:13:00 AM
From: steve harmon - analyst   of 4337
 
b2b - this sector will be very crowded with no name stocks with no brand value; however, owning the top one and two market leaders in each sector is one approach at exposure; i measure the revenue leadership, market potential, rivals, management, finances

so rather than saying here's a list, that parameter defines the top or two as measured by the above are ones i favor first
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