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To: s berg who wrote (926)	7/30/2001 9:46:35 PM
From: Chuck Williams	Read Replies (1) of 1328

Agree on biotech. Disagree on technology. Perhaps 20% YOY growth is unrealistic for a company so large (MSFT), but software is not a boxcar - the life cycle is easily 1/5th or 1/6th that of railroads. Picture a railroad industry where they changed the widths of tracks every 4 years due to design improvements that lowered delivery and management costs by a significant margin. Then you would have a valid comparison.

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