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To: Bob Kim who wrote (107495)8/24/2000 10:16:38 AM
From: H James Morris  Read Replies (2) | Respond to of 164684
 
>HJ, HB seems to like the consumer internets again:
Bob, nothing personal but most of the stocks Blodget covers bore me.
I hope I'm off to more challenging investments...we'll see.
Btw
I own AOL and watching it puts me to sleep. Maybe it will pick up after the EU is finished picking the merger apart.



To: Bob Kim who wrote (107495)8/24/2000 11:11:10 AM
From: H James Morris  Respond to of 164684
 
Bob, back to B2c.
Technology Crossover Ventures (TCV) who funded companies like Ariba,Cacheflow, and Alteon are stuck with $15mil in Petopia.com another B2c they can't get off the ground.



To: Bob Kim who wrote (107495)8/24/2000 2:28:43 PM
From: Lizzie Tudor  Read Replies (4) | Respond to of 164684
 
this is the last straw as far as I'm concerned with Blodget. I am not one of the people that is the most critical of analysts here... but Blodget in the last 2 weeks has sent conflicting signals every day.

First he says a smaller version of a holiday basket with 25-50% appreciation potential, yahoo rallies on this.

A few days later he expects "solid" but not outstanding results from yahoo, this was after the pru analyst started yhoo with an accumulate (moderately bearish rpt) - yahoo falls to 125.

Now this today...

He really doesn't know where things are going, personally I think he should just sit back and watch and stop trying to move markets like he used to.