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To: Bill Harmond who wrote (100871)	4/14/2000 8:43:00 PM
From: Victor Lazlo	Respond to of 164684

Wow! looking out more than three weeks! Hey man, are you from Jupiter or something??? Who is your leader?

To: Bill Harmond who wrote (100871)	4/14/2000 8:51:00 PM
From: GST	Read Replies (2) \| Respond to of 164684

William <Stick with great businesses and great managers. The market will do its thing, but in the long run it's stock selection that makes money.> I basically agree -- then it is a matter of deciding which companies make the grade and what price to pay -- but I differ on one point -- you CAN pay too much IMO.

To: Bill Harmond who wrote (100871)	4/14/2000 9:46:00 PM
From: Si_Detective	Respond to of 164684

William, "Stick with great businesses and great managers." It took me many years of investment and career experience before I realized the importance of the latter, "great management". I used to work in a small company that has very innovative technology and excellent engineering team, QCOM and others wanted to buy us out in 1997 but were turned down, the company finally got sold to a Taiwanese company at book value in 1998!