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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (8872)9/28/2001 11:33:50 AM
From: stockman_scott  Respond to of 57684
 
9:51AM Meeker on Internets : Morgan Stanley analyst Mary Meeker issued a research note on the Internet sector this morning which discusses the post-Sep 11 environment; her top picks (those likely to come in closest to Q3/Q4 estimates) are: VRSN, AOL, INTU, EBAY, FMKT; says valuations look compelling if indeed FY02 is the trough and recovery begins in FY03.