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Technology Stocks : Booking Holdings (formerly Priceline)
BKNG 4,766+4.0%Nov 21 9:30 AM EST
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To: D.J.Smyth who wrote (1472)5/25/1999 2:21:00 PM
From: Tom Hua  Read Replies (2) of 2743
 
Darell, it's not like he was naming a dozen stocks to the "core holdings", and could have forgotten one or two. He named three stocks only. In his research note just last week, he thought PCLN should be a core holding, but today he coveniently omitted it? The body language was clear to me, and I'm sure many are reading into it as well. OTOH, he did say last week that PCLN was "extraordinary expensive".

Regards,

Tom
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