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To: NOW who wrote (116867)	8/13/2001 6:31:08 PM
From: PerryA	Read Replies (1) \| Respond to of 436258

Any thoughts on GMST? I see that intangibles represent about $9 billion of its $8 billion book value. Their revenue growth of 428% was touted on briefing.com with no mention of (or adjustment for) the major acquisition (TV Guide) last July. Regards, PerryA

To: NOW who wrote (116867)	8/14/2001 2:49:27 PM
From: Thomas M.	Read Replies (1) \| Respond to of 436258

No, but he sends it out by email. I got a "free issue" once. He does technical work predicting the market. His service is basically a very brief, once-a-week prediction of the market. He also adds some commentary on the economy, which his says is just an excuse to vent. Like you, I think these rants are great reading. Some previous commentaries: siliconinvestor.com Tom