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To: rodney beasley who wrote (403)3/5/1999 12:50:00 AM
From: steve harmon - analyst  Respond to of 4337
 
i prefer market leaders (aol, yhoo, dclk) since they have more defensible positions

there are a few smaller caps i like but they're very speculative

separately, i liked lucent (nyse:lu) about 18 months ago (and still do) when it was dirt cheap because lucent innovates many of the cool things that find their way to the net