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

To: 16yearcycle who wrote (2969)11/12/2000 9:20:09 PM
From: Mark Fowler  Respond to of 57684
 
Gene i think a lot of this has to do with the Dot.com shake out also. In the past the internets have been more sensitive to higher interest rates, then economic slow downs, however as the industry begins to mature more now, they may experience the same kind of valuation measures as the old economy companies, but the difference there is that they will have higher growth rates. It'll turn around once we get a better picture on the political-marco-economic outlook for next yr.



To: 16yearcycle who wrote (2969)11/12/2000 10:15:09 PM
From: Mark Fowler  Read Replies (1) | Respond to of 57684
 
Gene i just wanted to say extra to you i hope you have protected yourself if the Nas happens to fall more than 10 percent from here. I don't want to sound like an alarmist, but the risk is very real that it could. I just don't want to see anyone get badly hurt to where it could destroy one's confidence to make decisive decisions again when it comes to investing after this is over. Good luck.


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