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To: brk who wrote (17839)1/4/2001 3:29:54 PM
From: Guardian  Read Replies (1) | Respond to of 19374
 
b: donna's idtc did well for me too. am also taking long position in insp as i believe it will rock again when wireless gets some traction. they have a good cash position thanks to gnet, a competitive albeit egocentric jain at helm and some proprietary leverage to their platform. not a recommendation, just an aside. looking at all web-centric plays as this is where the inet success stories in stage 2 will converge imo. like ppro versus cmrc and arba. here's to wise investing and a profitable 2001. dave