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To: Bill Harmond who wrote (14391)10/18/2002 11:12:14 AM
From: Bill Harmond  Respond to of 57684
 
11:04 ET TIVO TiVo rises on rumor of AOL interest (4.34 +0.34)



To: Bill Harmond who wrote (14391)10/19/2002 8:11:11 AM
From: Dave Doriguzzi  Read Replies (2) | Respond to of 57684
 
>>Bought Informatica and Documentum this morning>>

Welcome aboard the INFA ship. Don't understand the downgrade from Wachovia though. Hard to believe they downgrade a sector leader with 3 bucks in cash, no debt and profitable. I guess Merrill reiterated its Buy with a target of $7.50. I sold prior to earnings and bought it all back in the am for the same price. DCTM is also doing well in this environment. Used to own it years ago. Very good co.

Good Luck