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To: dbblg who wrote (100220)	4/12/2000 6:58:00 PM
From: Tom Kearney	Read Replies (3) \| Respond to of 164684

Nice post, Ganesh. If we listened to all the boo birds, we'd have been in cash since '97. AMD's report, which I don't own, shows why we're holding the techies. There is no surer road to big wins. You gotta be careful, but that's where the money is. cnnfn.com I caught the end of CNBC's broadcast last night. They displayed these words on the screen: NASDAQ KILLED What the heck does that mean? This is a political war. The old time Wall Streeters hate being usurped by tech. But it is their inevitable fate. Regards, Tom

To: dbblg who wrote (100220)	4/12/2000 8:19:00 PM
From: Bearded One	Read Replies (2) \| Respond to of 164684

Whether or not he claims to be a guru, people listen to him and follow him, and that's depressing. Period. As far as restricting my investments, let's just say I don't confuse momentum with value. As far as good prospects of returning value, explain to me how Cisco is going to return 50 dollars of value per share to investors discounted for inflation over the next 10 years. Or 20. As far as personalizing things, I responded to this quote from Mr. Harmond in siliconinvestor.com Speaking from experience, GST, I know you are utterly wrong. He's touting his credibility in that statement, claiming experience.