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Re: Zeev Hed post# 3468

Monday, 07/15/2002 11:59:18 AM

Monday, July 15, 2002 11:59:18 AM

Post# of 704049
Zeev, I think one of the issues driving this rotation MAY be the new fund disclosure law compelling the tech funds to buy tech regardless of whether they want to or not, ie, a telecom fund can't be sitting on $250,000,000 ko. Any thoughts on this? I think they need to be in compliance by mid August.

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