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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (5069)	1/24/2001 5:06:20 PM
From: 16yearcycle	Read Replies (4) of 57684

The late reaction today to the sebl and brcm numbers, the reaction to the vtss report, and then the after hours reaction to sdli, glw and most of all VRSN's numbers, has convinced me to walk away for awhile. I am not selling, am fully invested and using an additional 25% margin, and am up about 80% since 1/1, so there is just no reason to beat my head against the wall about the foolishness I see. There is no rhyme or reason now, and there hasn't been for about 18 months, and it isn't getting less weird. This is a "position for the long run and hold" market if I've ever seen one.

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