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Strategies & Market Trends : The New Economy and its Winners

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To: craig crawford who wrote (7817)	7/6/2001 10:44:18 PM
From: Bill Harmond	Read Replies (3) of 57684

That's funny, Craig. I just posted it myself. See my commentary. Lehman was the one firm to tie risk spreads in lower liquidty, so they deserve great credit, however a 9% haircut doesn't impress me as anything more than a case of nerves. They could be right. It could even be worse, but Ciena is a core holding of mine, along with other Class 1 companies like eBay, Verisign (go ahead...just don't swan dive into the rocks), Yahoo, etc.

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