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Strategies & Market Trends : 50% Gains Investing

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To: Mao II who wrote (2459)	1/5/1999 11:24:00 AM
From: Dale Baker	Read Replies (2) of 118717

I suspect that JDEC pulled back on the SAP news. I thought it was time to get into ERP - maybe not. That's why I had my stop set just above my purchase price. Telcoms and equipment like VSAT seem to be doing well. I am not as wild about PAIR because it has a weak recent history. XYLN seems to be in play, though. Do you see anything else in my portfolio which could be subject to Asian flu? Most of what I have now is US-focused apart from WCOM's growing international operations.

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