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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Beltropolis Boy who wrote (386)	11/14/2000 10:55:29 PM
From: Trader Dave	Read Replies (1) of 499

yuck yuck. as a matter of fact, i sat next to tom and tim dolan at lunch today. god that fake turkey roll was gross. it's pretty clear that the one to one personalization guys will be eaten up by larger players once their valuations compress. (so did artg kill its secondary yet?) we also had some great laughs about kana. i hate being in charm city and being stuck in that awful hotel for meals. last night i took some senior folks from an israeli company to obrycki's for steamed crabs. It was very interesting teaching them to eat them, it was a big hit. i didn't stay for tim's big session. i got plenty of face time with lots of managers on monday and tuesday, looks like business is terrible in tech land. (that is a joke btw) TD P.S. BB, I'm sure you are aware that since you work for a competitor, albeit a much smaller one, you would not be welcome at the btab conference.

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