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To: Lizzie Tudor who wrote (46318)	6/10/1999 6:21:00 PM
From: BGR	Read Replies (1) \| Respond to of 86076

Michelle, It was a hedge in any case, so I am OK if they cancel each other out. However, I hold Oct DCLK calls and Jun CMGI calls. Also have Oct INKT, CNET, GNET calls bought earlier ... I did buy some RNWK calls the same day as the CMGI puts/DCLK calls. I am very happy with CNET and GNET's earnings potentials. Nothing fancy, but quite solid (bump up those click through rates, CNET!). I like INKT and RNWK because of the technology in the former and market lead in the later case. RNWK's technology is OK, but the first dog wins the race and the lead's their to be blown. I like INKT's s/w - I have friends doing academic research in that area and they are impressed. DCLK, well I firmly believe that eCommerce will be huge and advertising will be the key to success in that domain. But all said, I have just 5% of my portfolio in these speculative positions. :-) -BGR.