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To: DukeCrow who wrote (9336)7/12/2000 4:35:56 PM
From: Stephen L  Respond to of 12623
 
My guess is that some Mfund have realized with the YHOO announcement that the internet is not dead. Flows seem to have been a bit out of some of the hot infrastructure companies of the past few weeks and into the Nets or Networking Cos. Yhoo, CMGI, Ebay, Ntap, Cflo, all posted strong gains. The opti build out is just starting, so the flows will return.