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To: Bill Harmond who wrote (35372)1/18/1999 11:24:00 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Cohen said she something about how the inets were like other developments in the past, with examples given like biotech and going back further she mentioned household appliances. She said something surprisingly generous -- she said that we must remember that given time these highly valued stocks tend to grow into their valuations. This is not an attempt to quote her -- but it reflects the tone of her comments. Otherwise, she emphasized EVA as a measurement approach that indicates that supertanker America is heading in the right direction and adding value which justifies high valuations.



To: Bill Harmond who wrote (35372)1/19/1999 1:00:00 AM
From: Gary Walker  Respond to of 164684
 
>Do you know any link to the transcript?

Haven't gotten a transcript, working on it....here's the page with the recorded speech and a portion of the video assuming it's still active.

msnbc.com