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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (19)	5/10/2000 6:25:00 PM
From: Bill Harmond	Read Replies (1) of 57684

I was pretty encouraged by today. It seems tht the selling pressure is easing a bit, that bidders are returning here and there. The "islands of safety" seem like the ones left to correct. Taking Intel down 10% on defective motherboards is an excuse. The economy leveraged, and interest rates will slow it. I think the impact on the rate of Internet buildout (in all its permutations) will be zip.

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