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To: Prashant Buyyala who wrote (3446)	12/23/1999 4:53:00 AM
From: steve harmon - analyst	Read Replies (1) of 4337

the 10 listed at the top of this post made in feb. are the 10 listed now, this list stayed on si since feb. 4 unchanged @Home America Online Beyond.com CMGI DoubleClick Go2Net Preview Travel Lycos GeoCities XOOM other stocks mentioned throughout 1999 and elsewhere (even in daily reports) have not been included since the focus was on 10 and these 10 have been on si all year since si posted feb. 4, 1999 other picks have done well, such as digital island, commerce one, yet we are not counting them, nor are we counting others who have underperformed our expectations such as globe that were not originally listed in this post by ticker on feb. 4, 1999 the 10 here have been constantly viewable since feb. 4 since these 10 have been on si since feb. 4 we left them intact and tracked them as a portfolio, counted only them since they were always available for everyone to view on silicon investor at all times

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