S1: Doing Business in a Dot Com Depression, -V1 Message Board

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Technology Stocks : S1: Doing Business in a Dot Com Depression, -V1

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To: Kevin A. Lynch who wrote (702)	1/25/2000 5:29:00 PM
From: Doug (Htfd,CT)	Read Replies (1) of 1013

Is SONE becoming the global default standard for the Net banking O/S? If that perception exists, could it explain SONE's strength in a choppy market where many "dot com financials" have been discounted? Look at leading Net financial companies like SCH, EGRP, and others ... stocks trading far below their highs of last year. Yet SONE is trading solidly near its highs, looking like it is under accumulation and in a strong sector, with a 51/94 A-D-A rating in today's IBD. Is the whole of SONE greater than the sum of the parts, given its global alliances with Zurich, Citigroup, State Farm, State Bank of Mauritius, etc? Is the market saying it may have the O/S and business plan to beat? Time will tell, but that could explain its current strength. Someone make the contrary case, please. I have a hard time seeing it. Doug (long SONE)

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