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

To: Lizzie Tudor who wrote (21433)	7/22/2004 10:03:54 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Tech spending is growing 4% at the moment, not 15%. We can't change the course of the river, but we can make it work for us. There is always something around. eBay's earnings were fabulous. Same with Yahoo. We just have to stay out of trouble, because there is so much hot money on the margin, and they rationalize anyhing while they all move like a school of fish. Greenspan said this week the recovery is now self-sustaining. That is awesome.