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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: ItsAllCyclical who wrote (87198)2/14/2001 3:14:58 PM
From: The Ox  Read Replies (2) of 95453
 
I dump CSCO and keep NT and GLW as my long term tech plays.

Excellent call, IMO. I would suggest that you add Alcatel to your list of long term tech plays to watch. They are very strong in Europe and have been doing some big things in the optical world, fwiw.
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