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To: JSB who wrote (8164)	6/29/1999 7:17:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

I'm a black sheep Texan who strayed far from the rest of the flock. My objection is labels slapped on adults for something they did or didn't do as kids (which to me is anyone under 25 now). The funny part about that original E-mail is that Stanford costs as much as Brown and West Point is a helluva lot more, it's just paid for by the taxpayer instead of the parent. But subtlety was not this guy's strong suit. At least you aren't an Aggie, JSB.

To: JSB who wrote (8164)	6/29/1999 7:27:00 AM
From: Dale Baker	Respond to of 118717

Good point here - I'm holding TGLO for buyout reasons but wouldn't have it otherwise. Internet's Uncle Sam Problem Net stocks are in the midst of a modest recovery rally in anticipation of strong second quarter revenue/earnings numbers. Additional gains are likely over the next few weeks. Participation might even flow down to some of the second and third tier names which have (so far) failed to keep pace. But don't expect miracles. We will not see another rally like the one we experienced late last year/early this year. Stocks like CyberShop (CYSP), Egghead.com (EGGS), theglobe.com (TGLO), iTurf (TURF) and uBid (UBID) aren't going to set new highs. They won't even come close. Just too much supply coming into the market. Failure to get on track will leave such stocks in jeopardy of setting new lows later this year. Why the gloomy forecast? Simple. Tax-related selling. Historically, stocks which have been beaten up badly in the first half of the year tend to underperform in the second half and Uncle Sam is largely responsible for this phenomena. So if you're thinking of doing some bottom fishing in the Net sector, you might want to think again.