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To: Bill Harmond who wrote (93079)	2/5/2000 11:59:00 AM
From: H James Morris	Read Replies (3) \| Respond to of 164684

What happened to you in less than a week? You've gone from "Don't fight the Fed", DOT,GE,RMBS,CSCO,SUNW,AXP,ICGE puts, and now once again your a net buyer! Did you have a revelation while you where in SF, and if you did would you like to share what it was? Please let me know today as I'm going to be incognito for the next week, starting tomorrow. I'm going to a drag queen ball in Fort Lauderdale. Would you like to go with me?;-)

To: Bill Harmond who wrote (93079)	2/6/2000 12:01:00 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Bought some Conexant and Comerce One last week, also. Did you happen to look into the restructuring of C1 into that holding company? I'm confused as to why that was necessary - the important thing to me is that the mgmt remains intact. I'm still looking for $ amts on the transaction fees.

To: Bill Harmond who wrote (93079)	2/6/2000 4:31:00 AM
From: fedhead	Read Replies (1) \| Respond to of 164684

Whats keeping you away from JDSU and QCOM ? Thanks Anindo

To: Bill Harmond who wrote (93079)	2/7/2000 3:26:00 AM
From: Amit N. Sangani	Read Replies (2) \| Respond to of 164684

William, Good to see you buy back into stocks. Have you ever thought of investing in global software companies, especially Indian software companies like Satyam Infoway (SIFY), Infosys (INFY) & ICICI-my favourite (NYSE: IC). These companies have given phenomenal returns last year and are expected to do very well in next couple of years. Some of the advantages these companies have are:- 1) Excellent quality & cheap talent pool available in India 2) Interest rates going down in India 3) Indian stock market coming out of recession 4) Also, political situation stabilizing a lot better than people expected. 5) Internet & Wireless businesses growing like crazy in India. Also there are about 7 companies (in the same category as SIFY, INFY, IC) which are planning to be listed on Nasdaq in 2000, starting as early as March of this year. Some of them could be :- - Zee Telefilms (Media giant, Cable ISP) - NIIT (Educational king) - Satyam Computers (Software company, parent of SIFY) - Wipro (Software company) - Silverline (Software Company) - ICICI Bank (Subsidiary of ICICI Group) - Global Telesystems, etc. Let me know what you think about it, Thanks, Amit