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To: Robert Rose who wrote (82686)	11/1/1999 7:28:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Will probably reduce margin as we approach all-time highs on the dot and/or iix (about 7% and 3% above current levels, respectively).<< I'm keeping my margin between 10 to 25% in here i see another major growth wave developing on the IIX/ Dot i think i mentioned this serval weeks ago too. It is about 40% of cmrc's now (2.1B vs. 4.9B). But as I expect cmrc to continue rising, agil should keep apace. Bottom line: agil should be a market performer within the red hot b2b sector.<< Cmrc will be huge and maybe Agil i'll watch it. Xla is a momo play watch it... could be a good opportunity tomorrow morning.