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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
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To: Challo Jeregy who wrote (41627)6/25/2000 1:10:00 PM
From: Rich1  Read Replies (1) of 63513
 
Pretty pictures of who. Abby? Barton Biggs, Neff or Mario gabelli??
You must be joshing.<g>
Anyway I thought youwere talking about Barron's online article I received my Barron's in the mail at the end of the day saturday when Mr. Happy brought it by. Hope none of you work for the Postal Service.
My postman doesn't like to get out of his vehicle.
He is always threatening no to deliver mail if a vehicle is parked in front of the mailbox.
Really does him a lot of good XMAS time.
Anyway I didn't read anything positive in that article. specifically Biggs said CSCo was overpriced. Most of their picks were what I would classify as Old Economy stocks.
This quote from Abby can be taken both ways I guess:

"A: Fundamentally, the technology sector is in very good shape.
U.S. companies are still at the leading edge, and we expect to see
enormous penetration into non-U.S. markets. There's a great
deal of good news coming from these companies in terms of
both products and earnings. From a stock standpoint, however,it's a very mixed bag. There is going to be significant consolidation within the industry. We're not negative on technology, not at all. It's still 35% of our model portfolio. But in the case of many poorer-quality companies, investors had put too much emphasis on share-price momentum, rather than earnings momentum and cash-flow generation"

Challo, what did you find positive???
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