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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Trader Dave who wrote (244)	9/7/2000 12:03:30 PM
From: Wizard	Read Replies (2) of 499

It is useful to know how funds such as Bowman operate. They have $6b they can lever and they are aggressive traders. I don't view PBHG as smart either but they turned my 4x move in INSP last year into a 10x move.... it was beautiful... having investors like PBHG, Duncan, NichApp, Putnam etc... is a wonderful thing, as understanding momentum is important to growth stocks. Bowman isn't bad though. They trade up a storm making good and poor decisions and at the end of the day, they have solid returns. All the above firms have strategies that have fit the times. All of the above firms have solid returns (except maybe Putnam). None of them are particularly smart. However, their results are solid and that is what this is all about, not any particular stock trade they screwed up. I agree with you on ITWO. Excellent company. I remember their original roadshow. These guys were ahead of their time, talking about wringing out the ineffeciencies of the supply chain long before B2B was an acronym that meant what it does today. What they said back then made complete sense. They 'get it' and I believe in the people at ITWO.

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