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Technology Stocks : Paul Allen's Wired World -- Ignore unavailable to you. Want to Upgrade?

To: PatrickMark who wrote (64)	7/4/1999 6:46:00 PM
From: Adam S	Read Replies (1) \| Respond to of 361

Patrick and Thread, I think this list is great, and probably as we go forward we'll think of other columns of data we want to add. Regarding the portfolio...I originally wanted to assign weightings based on market cap vs. overall portfolio market cap. However, this is probably not the best way to do this, because it would be skewed towards too few stocks. For example, PCLN has over 40% of the total market cap of the entire portfolio. The other thing I wanted to do was assign weightings based on the PA/VV stake. For some companies this figure is easy, for example, we know that GNET is 34%. However, for many companies, this data will take some digging and analysis of the SEC filings. I think its a good project for some folks who are particularly good at sifting through these filings. It will probably take a several days until this is complete. Any volunteers? In the meantime, I wanted to go ahead a put together a portfolio that is based on 7/2/99 close pricings and starts on Tuesday. We can always add another portfolio as soon as we get the data relative to PA/VV stake. My next post will explain how I assigned the weightings to my proposed Wired World port. Adam

To: PatrickMark who wrote (64)	7/7/1999 9:23:00 AM
From: Adam S	Read Replies (1) \| Respond to of 361

PatrickMark's master list of Paul Allen/Vulcan Venture companies is a great start on what eventually will be a comprehensive list of the companies in the Wired World universe. It will also include data on PA/VV stake. Message 10380929 Patrick and I have discussed how we are going to maintain this list. Patrick will be responsible for owning this list. If you have info to contribute to this list, please post publicly to this thread, and Patrick will compile. Regarding the portfolio, I will be responsible for providing daily updates, which I will post on the thread everyday, sometime after the market close. Adam