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To: Glenn D. Rudolph who wrote (64610)6/25/1999 12:06:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
Priceline is too expensive I think. Its a good concept but unproven. Why don't you look into gnet, relatively low valuation and no significant analyst coverage.... Russ has preannounced that he is comfortable with earnings estimates... imo SI is getting stronger and stronger and Allen is the best internet VC there is second only to Kleiner. I got out of gnet at 170 but now back in and I am positive about it... I sold the little bit of pcln I had to consolidate in fewer issues.

Juniper networks is out today, watch that one