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To: KeepItSimple who wrote (83038)	11/3/1999 5:50:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

So, I'm curious. I haven't seen any 'Sky is Falling!' or 'Up, Up, and Away!' posts from you lately. Are you under the weather, or what?

To: KeepItSimple who wrote (83038)	11/3/1999 10:14:00 PM
From: Lizzie Tudor	Respond to of 164684

I'm not an expert in blowoff tops, but I think the junky second and third-tiers need to start rising to signify excess in a sector. Thats what we saw in the b2c internet stocks anyway. For b2b's, the ones that rose today are still high quality. Agil will probably rise to its valuation eventually, sure it could take a while but it will probably happen. I'm watching ppro and clic. Those are second-tier (not third-tier... I don't know any of those in b2b right now)... clic isn't rising, therefore, the group has a ways to go. Just my thoughts, but as good as anything anybody else has come up with!