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To: Lizzie Tudor who wrote (10804)3/10/2002 3:59:07 PM
From: techanalyst1  Respond to of 57684
 
Europe? I don't know. All of my relatives are there and it seems to me they are less into material things than we are. More laid back. Less shopping, less "we gotta get it now".

Ebay just got out of Japan. So... there must be some foreign competition.

AOL couldn't really break into that area all that well either. My cousins hadn't even heard of AOL a few years ago and they were early adopters of the net. Worldonline took the pie there.

Comm infrastructure? I really don't know about that either. Gotta watch those foreign governments who subsidize their own companies to protect jobs creating a tough environment for ours to compete in. Airbus vs. Boeing comes to mind. They do have companies that make semiconductors there, but could be that we win the war in that area when capex returns to growth mode again and yes, it would seem that they have lots of buildout yet to be done. Dynegy is supposed to be building out their network this year.

TA



To: Lizzie Tudor who wrote (10804)3/10/2002 11:21:50 PM
From: Bill Harmond  Respond to of 57684
 
No one. Ever since I suggested to Meg she get a new do.



To: Lizzie Tudor who wrote (10804)3/11/2002 1:51:54 PM
From: fedhead  Read Replies (2) | Respond to of 57684
 
Ebay lost to YHOO in Japan and had to pull out. Their success in internantional markets is by no means assured.

Anindo



To: Lizzie Tudor who wrote (10804)3/11/2002 1:57:22 PM
From: stockman_scott  Respond to of 57684
 
Louis Navalier Report: Dell...Sunday Mar 10, 2002 09:19:46

...I've just returned an old favorite to my "Buy List"
and I wanted to share it with you, as well.

...I want you to pick up your
phone; call your broker; and BUY Dell Computer.

The PC industry has turned the corner; Dell's profits
are rebounding; and now -- with all the doubt
surrounding Gateway, Compaq and Hewlett-Packard --
Dell is more dominant in its field than ever. Its
market share continued to grow right through the
"recession." What's more, Dell is making a hugely
successful push into high-end servers, as well.

THAT MAKES Dell a great example of the only sort of
large-cap tech socks you should even think of buying
today. The company's already making money -- and Dell
is on track to grow earnings, conservatively, 14% this
year. That's a move few tech stocks will even come
close to matching in 2002.

What's more, at Blue Chip Growth, we're buying Dell
back 30% below where we sold the stock in 1999!...

ppi-orders.com

Sincerely,
Louis Navellier
Blue Chip Growth Letter