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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 (2167)	10/11/2000 5:51:22 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

Bill thoughs are our favorite plays, but risky right now. I don't think that's going to work out too well in this market, but i'm not going to rule it out. Point is that's not going to be in my strategy going forward at least not in the tech sector until this turns around. I see the resent high flyers are breaking down now. when this is over with in the end, we could be looking at approx. 423 on the Sox again. S&P is breaking down now too, the decline on Compx and Sox will be infectious, it's spreading over into the other indices. I think the best bet is too stay in cash and move in slow on good companies that have corrected