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To: Bill Harmond who wrote (134802)	11/15/2001 5:50:13 PM
From: GST	Read Replies (1) \| Respond to of 164684

Bill... when you ask -- "Why is it, do you think, Jack Welch pushed every operating unit of General Electric to Internet-enable itself" -- you raise a serious question about the huge difference between effective use of technology, as in the case of GE, versus stock speculation in companies associated with that technology. The internet "revolution" is most likely to be to the benefit of the GE's of the world, and not the Yahoo's, much less the failed models like AMZN. GE is making effective use of technology and Yahoo is grossly over-priced -- both of these statements can be true without contradicting one another -- and both probably are more or less accurate assessments.

To: Bill Harmond who wrote (134802)	11/15/2001 7:15:48 PM
From: craig crawford	Read Replies (1) \| Respond to of 164684

"It is not the critic who counts, not the one who points out how the strong man stumbled or how the doer of deeds might have done better. The credit belongs to the man who is actually in the arena, whose face is marred with sweat and dust and blood; who strives valiantly; who errs and comes short again and again; who knows the great enthusiasms, the great devotions, and spends himself in a worthy cause; who, if he wins, knows the triumph of high achievement; and who, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who know neither victory or defeat." —-Theodore Roosevelt