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To: H James Morris who wrote (129746)	8/7/2001 11:51:18 PM
From: Sarmad Y. Hermiz	Respond to of 164684

>> It’s simply a lot harder to build a sustainable competitive advantage than it seemed to be a year ago -- and a lot harder than it seemed then for investors to accurately identify it in an immature company. << It is also extremely difficult to build software that is both reliable and flexible enough to keep up with advancing hardware. EMC is the leader in that, and so I am holding my modest position, and add when I can. But I owe GST a more detailed answer.

To: H James Morris who wrote (129746)	8/8/2001 4:59:44 AM
From: GST	Read Replies (1) \| Respond to of 164684

HJ: When I read this story about the crushing slowdown in internet ad-spending, I was relieved to remember that I have Billy's personal assurance that Yahoo has a "secular" growth rate (one that will last one hundred years!), of 50% per year!!!!! Never mind what those clueless know-nothings at some research firm think about that -- we will look across the valley, we will still "believe" in the "true athletes", we will buy and hold and hold and hold -- or something like that..... siliconinvestor.com