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To: NotNeiderhoffer who wrote (388)11/15/2000 6:48:20 AM
From: Trader Dave  Respond to of 499
 
Gee, I was noticing the saville road types were piling into Novell in 1995 - 1996 since it was finally a "blue chip" right as i was pounding the table with my "neutral" rating back in my sell side days.

I'd love to know the performance of a typical UK managed tech fund, filled with lots of SAP I'd guess.

well it looks like scmr and beas had pretty decent numbers last night. perhaps tech's game isn't over yet......

isn't the goldman conference coming up? perhaps we'll finally cross paths.



To: NotNeiderhoffer who wrote (388)11/15/2000 1:44:55 PM
From: Wizard  Read Replies (1) | Respond to of 499
 
Happy I got another entry point on PHCM so I can take on this thread --> specifically, you. :|

I don't think the Brits own PHCM yet. I don't think they invest in gorillas.