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To: Jeff Dryer who wrote ()	8/1/1999 11:50:00 AM
From: thebeaver1	of 4337

Steve, what are your thoughts on drugstore.com and cmdx, both recent IPO's. Also, how do you view the import/export area of B2B, in particular PNLK and Oracle(r) (I have emailed Oracle and asked for additional info, I am not sure it is a import/export site, I believe it is more of a central purchasing site)? gl and cual thebeaver1

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