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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Raymond Duray who wrote (9367)	11/29/2000 3:03:25 AM
From: Bernard Levy	Read Replies (3) of 12823

Hi Ray: I think we disagree on the importance of this bear market. To me this is just a garden variety bear market engineered by the Fed's rate increases. Although I won't dispute some of the manic elements in dot.com land, there is a huge difference between the tulip mania and what we witnessed: the economic changes generated by technological advances are real. All analyses that go back to 87 and discuss the advance of the Nasdaq from 500 to 5,000 are missing that it's not the same Nasdaq. I would venture that almost 70% of the Nasdaq market weight represents companies that did not exist in 87. When streaming video becomes widespread, I also bet that these 1.5GHz INTC processors will feel slow. If Intel overcomes early Pentium IV production issues, I expect that 18 to 24 months from now AMD will be on the ropes (the usual cycle of the INTC-AMD competition). Best regards, Bernard Levy

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