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Technology Stocks : Sportsline (SPLN)
SPLN 2.0000.0%Jan 21 4:00 PM EST

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To: Nasty P who wrote (590)3/16/1999 7:54:00 PM
From: B. A. Marlow  Read Replies (1) of 858
 
(O-T) Will give it a shot, Nasty.

Postions in ATHM, BCST and RNWK. Like CNET but don't know what it's worth due to recent run-up, e-commerce initiatives, and acquisition candidacy (NBC front-runner with current stake and Snap! investment.)

BCST and RNWK huge broadband plays (and acquisition candidates) and terrific investments. Still "affordable" at these prices. You'll see I'm active on both boards. So confident of RNWK, bought Aug 100 calls on today's modest weakness. Don't know if BCST is serious, as acquisition of RNWK would create political problems with MSFT. More likely is acquisition by AOL, ATHM or even Paul Allen's Vulcan Ventures. ATHM an important long-term investment. You'll enjoy this article from a recent "Upside":

upside.com

SPLN would have had a lot to say at PWJ conference; presentation would have offset perceived dilution of the institutional financing. But we'll make it up quickly.

BAM
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