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To: yard_man who wrote (184133)	7/28/2002 10:02:59 PM
From: Tom Smith	Read Replies (1) \| Respond to of 436258

guardian.co.uk

To: yard_man who wrote (184133)	7/28/2002 10:05:50 PM
From: Lucretius	Read Replies (1) \| Respond to of 436258

disagree about deflation... that's a load of sh*t

To: yard_man who wrote (184133)	7/29/2002 12:49:21 AM
From: posthumousone	Respond to of 436258

Whatever happened to mary meeker?? below from 12/31/00 article: Consider Mary Meeker, the analyst at Morgan Stanley Dean Witter who became known as the Queen of the Internet for her prognostications on e-commerce companies like Amazon.com and Priceline. In 1999, as Internet stocks soared and new companies were taken public in droves, Meeker made $15 million, according to press reports. Now that Internet stocks are in pieces on the ground, she has become decidedly less vocal - but no less optimistic. In her reports, she still rates all 11 Internet stocks she follows as "outperform" even though as a group they are down an average 83%. By comparison, the Interactive Week Internet index is down 60% from its recent peak. Of the 11 companies Meeker remains positive on, eight had securities underwritten by Morgan Stanley. Meeker declined to comment for this article. But Ray O'Rourke, a Morgan Stanley Dean Witter spokesman, defended his star analyst, saying that her picks had been made for the long-term. Moreover, he said, Meeker warned investors last March that Internet stocks were volatile. Asked about Meeker's record and whether her non-stop optimism had anything to do with the fact that most of the companies had engaged Morgan Stanley as an investment bank, O'Rourke said: "It is what it is. But you shouldn't be surprised necessarily to see 'outperforms' on the companies, because we've been very vigorous on the companies we've chosen to bring public." Anthony Noto, at Goldman Sachs, is another Internet-stocks analyst who remained upbeat on shares that were trading at a fraction of their former values. On Dec. 18, he lowered the ratings to "market performer" on four of the nine stocks he follows, including Webvan Group, an Internet grocer; Ashford.com and Etoys, two troubled e-tailers; and PlanetRX.com, an online resource for medical products that was in danger of being delisted by the Nasdaq stock exchange.