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To: Gary M. Reed who wrote (2567)4/30/1999 7:57:00 AM
From: Cosmo Daisey  Respond to of 17683
 
Gary,
We are in the middle of a sector rotation but it isn't into the cyclicals, it's into another tech area that is going to be huge. Some of the internet stocks have matured and will become cyclicals but there is still tremendous growth in the backbone internet stocks. But the real high tech area that is now in the position of the nets five years ago is *********.
CD


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