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To: fedhead who wrote (133697)	10/27/2001 10:54:19 AM
From: H James Morris	Respond to of 164684

>Is the news already priced in. Everything i've been reading for the last couple of months indicated Lockheed had it in the bag. So i'd say it's probably priced in. >Do you still have Goto.com now known as Overture Yes, but the credit for that goes to another SI site where I ran across a guy who seemed to know a lot about the company. >SAN FRANCISCO, Oct 25, 2001 (AP Online via COMTEX) -- Advertising-driven search engine Overture Services Inc. reported its first-ever quarterly profit Thursday, demonstrating that some dot-com companies may emerge from the Internet industry's rubble as moneymaking businesses. siliconinvestor.com

To: fedhead who wrote (133697)	10/27/2001 11:15:16 AM
From: H James Morris	Respond to of 164684

Anindo, I gota tell ya. You've had some great picks lately. Other than our differing opinions on fibre optics...I can't afford to lose you. And, now they're all so beaten and bruised in valuation. I no longer have an opinion on those either. Btw Do you still have Itron (ITRI)? Another nice pick of yours. I used to do a lot of business with them years ago in Spokane Wash so I know exactly what they do. Unfortunately for me at this point in time I missed it. What's the saying? You can't catch them all?:)