John Dessauer's Investors World Message Board

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Pastimes : John Dessauer's Investors World

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To: DWB who wrote (2263)	2/7/2000 11:24:00 PM
From: DWB	Read Replies (3) of 2346

Anyone have any comments on JD's latest buy and sell recommendations? The 2 technology companies both are Gilder favorites, but I'm having trouble following the logic of the substitution, unless it's purely on valuation. I had been looking at the new recommendation in the past, and if I'm not mistaken, it's the same stock that Thom McIntyre replaced Ericsson with back when JD and TM split up. I find it interesting that John is now in agreement on the relative value of that company. DWB Q2.5K/Y2K+5

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