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To: GVTucker who wrote (155468)3/22/2000 12:35:00 PM
From: rudedog  Respond to of 176387
 
GV - I agree with your general notion of the sector. In my own case, the ability to have at least one of those ponies at a point where I can sell at or near a high at any point in time is worthwhile - it keeps me from having to sell CPQ at 18 or DELL at 35 if I need a bunch of cash for some reason.