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To: Thomas Mercer-Hursh who wrote (48161)10/23/2001 9:11:41 PM
From: ynot  Read Replies (1) | Respond to of 54805
 
please read your reply
then
read my post
then
read your reply again
regards,
ynot :)



To: Thomas Mercer-Hursh who wrote (48161)10/24/2001 12:08:51 AM
From: OZ  Respond to of 54805
 
If you knew anything at all about Geoffrey Moore's business you would know that it actually has nothing at all to do with investment or the market

I think that is a true statement.

The piece that has to do with investing is actually something of an oh-by-the-way implication of his understanding of how this cycle works -- an implication which some of us find very enlightening

That is true too.

Oz