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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 229.12

-0.2%

Nov 26 3:59 PM EST

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To: Tom D who wrote (70396)	7/28/1999 7:23:00 PM
From: Lizzie Tudor	Read Replies (2) of 164684

Tom, regarding ICGE, do you have a profile on the CEO of this fund (or however it is structured). I just listened to a presentation on B2B ecommerce yesterday. Right now we have phase I - auctions, and thats about it. The second phase of B2B is actually an evolution of software companies (such as Ariba) and this is kind of a different space than the current collection of web stocks. Then there is the XML format which is emerging to replace the old EDI... thats b2b also. I don't know CMGI but most say it was Wetherall that was responsible for their success, you would need an equivalent visionary for ICGE, what is the mgmt background? Thanks

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