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To: E. Davies who wrote (21114)4/20/2000 4:20:00 AM
From: Richard Habib  Respond to of 29970
 
CSCO and YHOO make money. But I just listened to the cc. I'd say that they clearly expressed their motivation for shifting to growth. If I was just getting involved with ATHM I would actually be impressed with their strategy, goals, openness, and their evident enthusiasm.

Unfortunately, I've got quite a large 2001-2002 leap position to worry about. We will just have to see how well they sell the story over the next few weeks. Rich


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