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Technology Stocks : For Hedge Fund Analysts and Managers

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To: NotNeiderhoffer who wrote (21)	5/1/2000 1:49:00 PM
From: Wizard	Read Replies (1) of 499

I don't know what Stanley Druckenmiller actually believes and doesn't believe but lets set the record straight - he is not a technology guy and should not have been playing there in the first place. He was just another suit trading Veritas and Brocade but collecting 20% of the funds profits. This was never in the interests of shareholders and I don't see how he could think it ever was. The long-term track record of Quantum is impressive but lets be candid, in a world of <1% fee sector funds, who needs Quantum to act like a me-too tech fund.

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