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

To: Lizzie Tudor who wrote (11311)	5/4/2002 2:48:37 PM
From: Bill Harmond	Respond to of 57684

I'm short Starbucks because if TA [NOW I do this!] They raised guidance week before last and the stock broke. Yesterday the stock reversed course down on higher-than-expected comps. Just keeping myself busy. Short Kodak because it's a share-loser in a shrinking industry, and has rallied back to its 200-day. Digital photography is taking hold here in the US, and in Japan digital cameras now outsell film cameras. Losing share in industrial/medical films too as far as I can tell. Pays a fat dividend, though. Same as the 30-year Treasury bond. I think the US Treasury bond is a better bet. The only thing that worries me is Kodak benefits from a weakening dollar. Short Cymer in the break in semis and its extended chart. No big bets. Aim small, miss small. I've stepped over dollars to pick up dimes here.