Paul Allen's Wired World Message Board

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Technology Stocks : Paul Allen's Wired World

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To: Adam S who wrote (26)	7/3/1999 3:59:00 AM
From: PatrickMark	Read Replies (2) of 361

Adam, The public portfolio is a must for this thread, IMO. I like the market cap vs. O/A portfolio and also think that percentage ownership (PA/VV) data is important - we need to know who controls and/or has potential to control. IMO, the list should be very comprehensive (i.e. even the companies he holds a relatively small stake in). If we set it up right, it will be easy to browse, but I'd rather not take the chance of leaving something off that may turn out to be significant. JMO

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