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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (7964)	7/20/2001 11:55:59 PM
From: Bill Harmond	Read Replies (2) of 57684

All stocks don't top or bottom together. 2000 is a perfect example at the top. My essentially non-traded portfolio (long-termer in training) is still up quite a bit from the April 4 low. There has been plenty of volatility, but altogether they're still up 30-40%. Nothing to brag about, but relatively stable. Why ONI Systems is near its low is totally beyond me. Hasn't the company shown y/y revenue increases each quarter of over 1000 and 2000%? Maybe when all that money shows at Robbie Stephens next week they'll focus on some companies that are growing right thru this, or at least that the leaders are still the leaders.

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