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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (2522)	10/29/2000 6:48:35 PM
From: Mama Bear	Read Replies (2) of 57684

William, you're not being consistent here. First you point to 'fund performance paralysis' whatever that is, and then speak of Internet traffic doubling every three months. I pointed to NT because you pointed to those others which had not been as low as April because you could have said the same thing about NT on Tuesday, but no more.What's to say your other names aren't going to suffer from 'fund performance paralysis' in the near future? It had nothing to do with valuation metrics, but with your arrogant declaration that the correction is 'over'. The fact that a few names are higher than in April is pretty meaningless. The fact that the market bounced up for a day is meaningless. It may be the bottom, but there is no rational reason to call it that, IMO. BTW, CD CEO wrt Move.com and HOMS: "The absence of a negative is a positive, and the cash burn at Move.com will disappear after the closing" of the agreement, Henry Silverman, Cendant's chief executive, said in a conference call." thestreet.com Be careful with these QXLC types. Regards, Barb

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