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To: Lizzie Tudor who wrote (147445)9/14/2002 1:43:52 AM
From: Bill Harmond  Respond to of 164684
 
I just think there is enough delayed IT spending news out there to make late September become a black hole for tech stocks because of "reverse" window dressing.

I have no feel for what the dimension could be, but I wouldn't be surprised by a July 2002 style panic.

Just a hunch, nothing more. Some great names can't get out of their own way; others look better.