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

To: fedhead who wrote (4429)	12/22/2000 10:13:02 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Sold 3/4 of my Virata at 12 5/8, and bought Interwoven at 58 1/2. I'm buying into Montgomery's concerns about Virata's credibility, but not completely. I think there's some emotionalism there, and the company is profitable with almost $9 a share in cash.

To: fedhead who wrote (4429)	12/26/2000 4:53:53 PM
From: patron_anejo_por_favor	Respond to of 57684

<<What I don't get is why the market sold off after the Fed didn't cut ? The Fed practically said they would cut in their next meeting. So why the vicious selloff ?>> Anindo, don't forget the dollar. futures.tradingcharts.com A lot of foreign investors pulled the ripcord on their tech stock investments when the dollar fell after the Fed announcement. That will continue as the rate cuts accelerate and the dollar continues to tumble (and will spread to financials and bonds to some degree as well)....