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To: H James Morris who wrote (108697)	9/21/2000 3:06:01 PM
From: GST	Read Replies (3) \| Respond to of 164684

HJ -- New economy could mean many things -- or it could mean nothing -- I think finding new investment opportunities is the real issue. Fuel cell companies definitely fit that billing. Companies like ebay have been dead money for a year and a half -- and ebay is one of the "leaders" I am told. One thing I always appreciated about you is that you had a wider scope for considering new opportunities -- continuing to invest in yesterdays "leaders" which have lost their momentum and yet still have valuations far in excess of fundamentals does not seem to me to be a winning investment strategy.