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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Sonny Blue who wrote (12149)6/21/2002 10:43:32 AM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
45% of US tech revenues come from outside US. Tech's international exposure is more than any other industry.

A lower dollar is a good thing for us.



To: Sonny Blue who wrote (12149)6/21/2002 11:09:01 AM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
I think PayPal has come down here to a reasonable level. It's about 50x 2002 earnings, growing nearly twice that rate into 2003. 25% gross margins. Very nice.