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To: craig crawford who wrote (7469)6/6/2001 3:18:58 PM
From: Bill Harmond  Respond to of 57684
 
>>it is beginning to look as though a large part of the productivity gains in recent years has been related to the
boom in the manufacture of information processing equipment rather than the use of it

All we need look for is demonstrable ROI to show that the "use of it" pays.



To: craig crawford who wrote (7469)6/6/2001 7:38:14 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
``I think it's dangerous to be buying energy stocks at this point with oil prices almost touching $30,'' said Richard Davidson, European strategist with Morgan Stanley.

``The fundamentals are still definitely in place -- it's one of the few places you can still look for a positive earnings surprise but I don't see much upside (for the shares),'' he said.


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