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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (9659)	11/15/2001 10:51:55 PM
From: Tom Kearney	Read Replies (1) of 57684

Gene - I'm holding at least thru the new year. The immense liquidity the Fed is kicking in, plus the expectation for life to get back to normal from the Sept thing. The latest jobs and retails numbers suggest that. And of course, Nov 1 thru Jan 15 is historically the strongest time of the year. Oracle open world is in SF Dec 3 - 7 and I'll be there for part of it anyway, as will Larry E. I have had nagging thoughts that this latest announcement might of been intended to set him up to say there that the QTR was better than expected, to the gathered believers, when he gives his keynote address. Wouldn't put it past him. All the best, Tom

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