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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (19)5/10/2000 6:25:00 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
I was pretty encouraged by today. It seems tht the selling pressure is easing a bit, that bidders are returning here and there.

The "islands of safety" seem like the ones left to correct. Taking Intel down 10% on defective motherboards is an excuse.

The economy leveraged, and interest rates will slow it. I think the impact on the rate of Internet buildout (in all its permutations) will be zip.



To: Mark Fowler who wrote (19)5/10/2000 6:55:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
Great quote:

Of the volatile trading Wednesday, [Todd] Bakar [director of research at Chase H&Q] added "the fundamentals didn't matter when these things we're going up to the moon, and these things don't seem to matter when we're going down."

cbs.marketwatch.com



To: Mark Fowler who wrote (19)5/10/2000 9:04:00 PM
From: Slumdog  Read Replies (2) | Respond to of 57684
 
Mark, do you still like EMLX?


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