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

To: Adam S who wrote (99)	7/6/1999 9:46:00 PM
From: Carolyn	Respond to of 361

Got to try for 100.

To: Adam S who wrote (99)	7/7/1999 10:34:00 AM
From: Choate	Read Replies (1) \| Respond to of 361

Ari Network - just learned that Vulcan is an investor. With all the excitement in B2B - Ariba, etc - how could this stock be trading at 2x sales. I've done prelim research and cannot find any skeletons except that it seems they came to b2b after earlier incarnation. Could someone plse comment on the attractiveness of company and noteworthy points in its history. Thx BR

To: Adam S who wrote (99)	7/7/1999 5:35:00 PM
From: Adam S	Respond to of 361

Paul Allen's Wired World Portfolio update, 7/7/99: The portfolio was up 0.34% on the day. This compares to a gain of 0.23% on the NASDAQ. The standout, once again was MCOM, up 21%. This follows a gain of 26% on Tuesday. STMP corrected by 4 1/4 or 11% after it hit its all time high on Tuesday. Current value of the portfolio is $104,662 or a gain of 4.66% in two trading days. ______________________________________________________ Paul Allen's Wired World Portfolio can be found at techstocks.com If you link to the port via the SI Beta, you will only see the list of stocks and their quotes. In order to see performance data and daily change, you must link via the Classic SI. An explanation of the stock weightings can be found at: Message 10381310