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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (39997)	3/5/2001 8:43:09 AM
From: Agenda	Read Replies (1) \| Respond to of 54805

Hi Bruce. Hope you were short all those we discussed.

To: Bruce Brown who wrote (39997)	3/5/2001 9:14:56 AM
From: lightwave51	Read Replies (1) \| Respond to of 54805

<<You forgot to mention he also recommended getting back 'in' via the QQQ's when they were trading in the $70's during the second half of 2000. True, luckily I didn’t buy the QQQ trade. The trade to get out of the market was a good one. Sure I won’t get back in at the very bottom, but I am up so much I won’t have to.

To: Bruce Brown who wrote (39997)	3/5/2001 9:25:35 AM
From: JAPG	Read Replies (2) \| Respond to of 54805

BB About 20 years ago, when I was a university student I was asked to read a paper from Milton Friedman called "Positive Economics". Among other things, in that paper Friedman described the metaphor of a billiard game played by a physicist and a non-schooled experienced billiard player. The physicist could calculate precisely all the equations required to achieve the objective of the game, the billiard player didn´t have any mathematical knowledge. Who do you think would win such billiard game? Geoffrey Moore is the physicist that has created a sound investment framework that we can benefit from, but that doesn´t make him a good billiard player (stock picker or market timer). At least, this is very clear in my mind. OT, PS: Friedman used such metaphor to explain that individuals participating in the market didn´t have to know the equations that described the market. Nevertheless: the market, in an aggregate from, acted as if it followed those equations. Take care JAPG

To: Bruce Brown who wrote (39997)	3/5/2001 12:17:03 PM
From: stockman_scott	Respond to of 54805

The Coming Bandwidth Bubble Burst... americasnetwork.com Best Regards, Scott

To: Bruce Brown who wrote (39997)	3/6/2001 9:21:19 PM
From: Seldom_Blue	Read Replies (2) \| Respond to of 54805

Hi Bruce, I have been meaning to ask your opinion on something. I bought some ITWO around 40, thinking it was about as low as it would get. Still holding. Do you think the fundamentals have changed in this economic environment? How do you view the Nike news? I know someone who works for Ariba. I talked with her extensively and she is very impressed with ITWO. She thinks they have superior technology. Of course they are in different markets. TIA. Seldom Blue