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Technology Stocks : Internet Guru Discussion

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To: Jeff Dryer who wrote ()8/25/1999 10:38:00 AM
From: Alys Hall   of 4337
 
Steve...I am a follower of your analysis for a while now and am impressed by the quality of your work. My question is how do CMGI, ICGE and Softbank compare? All of them are investors in Net Companies. CMGI has been backing and filling here for a while but ICGE has really broken out. Could you give us your opinion of the companies and potential for the future?

Thanks..Alys
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