AMIGOS INVITATIONAL YEEHAW PORTFOLIO Message Board

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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO

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To: Sergio H who wrote (183)	5/6/1999 1:09:00 PM
From: Phil Jacobson	Read Replies (1) of 1316

<TRADES> Sold DCLK at 123 9/16 :>( Bought EXDS at 83 3/8 Love the EXDS model of combining collocation services that are actually true data center services with facilities based bandwidth and direction of providing full added value solutions. There's a lot of meat here...these guys will be ahead of everyone who's trying to provide full data solutions to customers. DCLK...this downturn in pure net plays has really surprised me in its velocity. I also sold half of a long held position in AOL...getting bad press on not getting participation with AT&T on the cable deals. Looking to buy it back about 20% lower. Phil

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