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To: Glenn D. Rudolph who wrote (134925)11/18/2001 8:07:48 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
I think the new Ceo is doing a good job. I certainly like that Sbc deal and like the fact that they'll be concentrating 50% on advertising. Lets face it; advertising is a cyclical bus. its usually the first to go and usually first to rebound when economy turns up.

There were so many who trashed this stock and i think in a few yrs. the believers will be well rewarded from these levels. Yhoo, Jdsu, and Sunw are my largest positions to date.



To: Glenn D. Rudolph who wrote (134925)11/18/2001 8:24:57 PM
From: GST  Read Replies (1) | Respond to of 164684
 
I think it is remarkable that Mary Meeker still has a job.