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To: SusieQ1065 who wrote (12522)	8/26/2001 7:20:18 PM
From: SirRealist	Respond to of 208838

and he does many other things very well, too... which would explain why Mona Lisa is smiling.

To: SusieQ1065 who wrote (12522)	8/26/2001 7:33:02 PM
From: keithcray	Read Replies (1) \| Respond to of 208838

From Mark Veverka's "Plugged In" column in this week's Barron's: Many an Internet bull has suggested that eBay is destined to be the next Microsoft, but little did they know that eBay could follow in the steps of the software giant by becoming the next antitrust target of the federal government. This seems to be the season for interesting nuggets buried in the filings of e-commerce concerns. In its latest 10-Q, filed this month, eBay slipped some intriguing language regarding an ongoing "inquiry" by the Department of Justice into its "conduct with respect to auction aggregators." Ebay first disclosed in its 1999 10-K filed in March 2000 that the Department of Justice antitrust division had been poking around. But in the most recent quarterly documents, the company added the following language: "Third parties or governmental agencies may view our behavior as anti-competitive. Third parties have in the past and may in the future allege that actions taken by us violate the antitrust or competition laws of the U.S or other countries, or otherwise constitute unfair competition. Such claims typically are very expensive to defend, involve negative publicity and diversion of management time and effort and could result in significant judgment against us, all of which would adversely affect us. "Should the Department of Justice or any other antitrust agency open other investigations of our activities, we would likely be harmed by negative publicity, the costs of the action, possible private antitrust lawsuits, the diversion of management time and effort and penalties we might suffer if we ultimately were not to prevail." Admittedly, we are not sure what it all means. But it sounds like eBay is bracing for lawsuits like residents of the Outer Banks prepare for hurricanes. An eBay spokesman urged us not to read anything into the fortified disclosure other than the fact that it is not uncommon for the company to update such language from quarter to quarter in anticipation of "challenges."

To: SusieQ1065 who wrote (12522)	8/27/2001 11:09:06 PM
From: keithcray	Respond to of 208838

Updated: 28-Aug-01 General Commentary What a nothing day... No conviction, no movement, no volume... Consequently, no real change in the outlook... Sector is bouncing from oversold territory, and in the absence of surprisingly negative economic/corporate news should maintain a slightly bullish bias for the week. As we noted on the page the other day, investors should expect the initial wave of money flowing back into tech to find its way into the top tier companies - names such as IBM (IBM), Microsoft (MSFT), Intel (INTC), Siebel (SEBL), Veritas (VRTS), Cisco (CSCO), Applied Materials (AMAT), Oracle (ORCL), Sun Micro (SUNW), Nokia (NOK), EMC (EMC), Broadcom (BRCM), Nvidia (NVDA), Brocade (BRCD), Dell (DELL) and Qualcomm (QCOM). If, and it's a big if in light of recent history, these stocks can maintain a bullish bias for a week or more, then money will begin to filter down to some of the second tier names such Vitesse (VTSS), Applied Micro (AMCC), Symantec (SYMC), Openwave (OPWV), ONI Systems (ONIS), Extreme Networks (EXTR), Emulex (EMLX), Novellus (NVLS), Analog Devices (ADI), Hewlett-Packard (HWP), Sanmina (SANM), Tellabs (TLAB) and Nextel (NXTL). Traders should also note the big move yesterday in the DSL group... Briefing.com's Damon Southward predicted just such a move last week in his Day Trader Story Stock. Robert Walberg