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

To: Bill Harmond who wrote (276)	5/17/2000 7:37:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 57684

The economy is cooling. The Fed will get what it wants. We're in the tug of war between stocks that want to reflect growth, and interest rates that want to discount that growth at a higher rate. I have no fear of a slowdown in the growth of the Internet complex, and think higher stock prices are inevitable and signs emerge of a slowing economy. I know the economy is cooling. I was surprised at the 50 basis points. I see more "fear" about buying on credit cards during the last month or so. I seem to have a lack in conviction regarding the future of the B2B space in terms of profit. I have no lack of conviction regarding PHCM, SCMR, etc. but have trouble seeing the profit numbers for ARBA and VERT. I have lots of confidence in VIGN too. You know I do not understand AMZN and I see problems in the B2B space being similar but for entirely different reasons. On the other hand, if I do not speculate some, I may miss some major gains. I am rambling<G> Glenn