Paul Allen's Wired World Message Board

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Technology Stocks : Paul Allen's Wired World

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To: PatrickMark who wrote (6)	7/2/1999 11:23:00 PM
From: Adam S	Read Replies (1) of 361

Patrick, I'm glad you like the new thread. I'm thinking about putting together a public portfolio of Paul Allen Wired World Holdings. Let's start a discussion about which stocks should be included. For example, it's obvious that GNET and HSAC should be included as they are obvious components of a broadband world, but should ASYM (Asymetrix) also be included? Probably. Also, what weightings should be assigned to the various companies in the portfolio? I was thinking of basing the weighting on the market cap of the individual stock vs. the overall portfolio. What do you folks think? Which companies should be used and how should we assign the weightings? Adam

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