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To: Sarmad Y. Hermiz who wrote (105428)	6/25/2000 12:53:00 PM
From: re3	Respond to of 164684

<<<I wonder if Prince William and cohort can tell the difference. Maybe that's why they bought real-estate and left someone else holding their "unlimited potential" fantasies. aye ! (oops, having said that!, i read a web site today that suggested a massive short covering in the 'zon may occur, and soon.)

To: Sarmad Y. Hermiz who wrote (105428)	6/25/2000 1:09:00 PM
From: Jan Crawley	Read Replies (1) \| Respond to of 164684

Successful new economy investors (not me) know when to ignore fundamentals and also they know when fundamentals will start to Sarmad, IMO the "whole world" knows the "game"! The major players are Soro, Janus, Fido, most of the hedge funds...etc..Many of the hedge funds have min. a/c requirements of over $1M. Soro's manager doubled it's Vrsn position at $244 in March and was, by-far, the largest holder of Vrsn; Why? - their exit strategies were already in place but the crash came 9 days too early for them. Janus was the #1 holder of Yhoo and got to sell 1/3 of Yhoo shares at its 12/99 high to idex funds such as Vanguard/Fedility..Made a bundle! Again, imho; there are investors who demand 500% returns from 20% of their portfolios, there are players going for 500%/80%.... Where do we(the players) all go for the 500% return? the hot tables for the long and short, of course.

To: Sarmad Y. Hermiz who wrote (105428)	6/25/2000 1:48:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I wonder if Prince William and cohort can tell the difference. Maybe that's why they bought real-estate and left someone else holding their "unlimited potential" fantasies. Sarmad, I need to come to William's defense. William has beliefs in some firms that I can't conceive of ever being a long term hold. On the other side of the coin, William has picked some firms that are doing well now on FA analysis. William posts his opinions and trades. No one needs to follow him nor do I believe he ever wishes something bad on another. Is the cohort Mark Fowler? Glenn

To: Sarmad Y. Hermiz who wrote (105428)	6/25/2000 1:57:00 PM
From: H James Morris	Respond to of 164684

>Successful new economy investors (not me) know when to ignore fundamentals and also they know when fundamentals will start to apply. Sarmad, I think I'm hearing from you the frustrations you have of being a value investor. Yes absolutely, value investors are very cognizant that fundamentals need apply. Now, new economy investors just need potential revenue growth hype, fueled by the likes of Forrester Research. Please note I said potential. Like Bio-techs,fuel cells,superconductors,b2b,solar power, etc. The kind of technologies that can't be delivered commercially for 15 to 20 years. I've come to learn the better the hype of the potential, means better returns for me.