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Technology Stocks : Brightpoint - CELL
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To: Steve Antonelli who wrote (787)8/14/1998 1:04:00 PM
From: Paul Shread   of 1999
 
Nah, I consider CSCO to be my internet stock, on the old theory that bullet makers tend to be the ones who profit from wars; I think LU and NT stand to gain from this too, as they move into data networking and phone networks are becoming overburdened by internet traffic. I did read an interesting piece from the Legg Mason Value Trust the other day that argued that AOL's fair value was 110-175 based on the concept of future free cash flow. Now there's an interesting argument: AOL as a value stock. That's why I like that fund: Bill Miller buys stocks when they're beaten down and rides them all the way up. AOL and DELL represent 15% of the fund. Hope you got in early on GCTY.
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