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To: Glenn D. Rudolph who wrote (67187)	7/11/1999 4:06:00 PM
From: John Donahoe	Read Replies (1) \| Respond to of 164684

-Snippet- from your post Although PC unit growth continued at a better-than-25% annual rate for almost two decades, only one participant in the original PC boom, Apple Computer, survives today, and it's marginal. Dell and Compaq, the largest current players, both developed after the PC bubble burst. And Microsoft itself, which dominates PC software, only went public near the end of the original boom. From my perspective as a technology bull I see this as the most difficult part. Picking the winners. I invest in leadership. Even then leaders can fall. Look at Apple. I think a lot of investors try to guess who will be the leader (i.e. the next Cisco) instead of waiting for them to establish their position. It's like a horse race with wide swings in the odds. Some are 3 to 1, and some are 30 - 1. I'm even more conservative. I like to pick them when there coming into the home stretch. Less pay back but lower risk.

To: Glenn D. Rudolph who wrote (67187)	7/11/1999 5:51:00 PM
From: im~ristine	Respond to of 164684

OT*ALERT*NEVADA CITY, CALIFORNIA(DughStreet.com)Yahoo Karma Analysis For Immediate Release. equipoetry.com

To: Glenn D. Rudolph who wrote (67187)	7/11/1999 10:10:00 PM
From: H James Morris	Respond to of 164684

>>This is a microcosm of what is happening across equity markets today. Internet stocks are trading at prices that anticipate earnings growth that is unparalleled in financial history. True, this technology is staggering in its promise, but will the current crop of Net companies be staggering in their profitability? << Glenn, what an exhausting weekend! 6 months more of this mania, then I think I'm going to buy a south pacific island. Ps, A friend of mine who owns F5, said to me today, how long can this go on? I replied " Until the end of the year I hope", another opporunity won't happen like this, for another lifetime.