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To: Sean Rieber who wrote (746)	7/1/1999 12:39:00 PM
From: benwood	Read Replies (2) \| Respond to of 1506

I suspect that some of the drop is because of the simultaneous "news" of their big Internet venture. A portal (yawn). Maybe it will be pretty cool, who knows. I'll certainly try it, or put up a link to it on my toolbar. You know the old saying, buy on the rumor, sell on the news. Combine that with sell on the earnings warning and you have today. Still, with only 30% growth to look forward to plus significant earnings committed to stock option granting (which doesn't show up in the earnings statements, btw), I won't be adding to my holdings unless it goes a bit lower.