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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Wizard who wrote (243)	9/7/2000 11:48:47 AM
From: Trader Dave	Read Replies (2) of 499

Is Bowman smart? I've seen plenty of evidence to the contrary....I was able to buy a nice chunk of merq in april of 1999 as he dumped it for no rational reason. Our evidence on the b2b side of the equation points to ITWO as being the stealth powerhouse in the area, even more so than the other players. The complexity and elegance of ITWO's solutions is not yet fully understood. TD

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