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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (15254)	12/9/2002 2:26:17 PM
From: Lizzie Tudor	Read Replies (1) of 57684

OK... well I'll have to take what I can get But make no mistake about it the market is NOT HAPPY with this appointment and really, you'd have to think a long time to come up with a more antiquated industry than a US railroad that delivers coal. Had he done other things such as work in VC or something this recent gig could be overlooked... but nope, his whole life was this railroad company. Reading that Forbes piece said it all... he's just like O'Neill but not as successful. Gawd. On to better news- this article, which is a puff piece with no real substance is actually good because its the start of... "its ok to buy a small (read: newer, emerging) companies software"... because these new guys are more agile with j2ee etc. This is the first time I've seen this for software this year. Everyone else was saying they were all going under so just stick with oracle. SEBL seems to have a floor here despite all the bad news too. story.news.yahoo.com Another topic- that CIR negative piece on ciena created some decent buy opps in the low-mid 5's area

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