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Technology Stocks : VerticalNet, Inc. [VERT]

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To: contrarios who wrote (519)11/23/1999 2:37:00 AM
From: allen menglin chen   of 1094
 
Due to the copyright issue, i sent you a PM.

Here is some key pts though:

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Expected to go highest in the draft are VerticalNet (VERT:Nasdaq), Commerce One (CMRC:Nasdaq) and Internet Capital Group (ICGE:Nasdaq). The rest, well, we'll see.

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Remember, we are doing rotisserie because we are still learning and are reluctant to commit real capital until we know them better. We have some positions in ones we feel comfortable with, but after these nosebleed runs we are less than overwhelmingly invested in this group.
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