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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (12591)	7/7/2002 4:48:39 PM
From: Bill Harmond	Read Replies (2) of 57684

I'm still happy on SI. There hasn't been too much to cheer about for 2 years, so why leave now?! Hyman was on Louis Friday night saying we have the perfect recovery possible. Thinks that Wed and Fri were the real deal. On panalist suggested that Brocade is a fraud because it keeps its margins at 60% with declining sales. Cohen is in Barrons saying Yahoo's model is broken with so much advertising dependence.

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