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To: Bill Harmond who wrote (67809)7/15/1999 1:59:00 PM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
Sold 1/2 Lycos @ 104 3/4, put proceeds into eBay @ 126 9/16. Current auctions topping
2.4 million.


I am still looking and thinking LOL....



To: Bill Harmond who wrote (67809)7/15/1999 2:03:00 PM
From: Sam Sara  Read Replies (2) | Respond to of 164684
 
Check out AWRE action. Very nice chart, good breakout.

Got in at 54.



To: Bill Harmond who wrote (67809)7/15/1999 2:27:00 PM
From: 16yearcycle  Read Replies (1) | Respond to of 164684
 
Added ebay and aol today, also. Sold some yhoo at 160 and amzn at 139 to do it.

William, what is up with aol?



To: Bill Harmond who wrote (67809)7/15/1999 2:29:00 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
What do think about Pcln right here william?



To: Bill Harmond who wrote (67809)7/19/1999 12:22:00 PM
From: Sarmad Y. Hermiz  Respond to of 164684
 
>> Sold 1/2 Lycos @ 104 3/4, put proceeds into eBay @ 126 9/16. Current auctions topping 2.4 million.

William, now I feel only 1/2 safe. I would feel better if you sold the other half. Is there anything to LCOS other than buyout rumors ??

Re eBay. You know I was shorting that earlier. But not now. I am very surprised it has not turned up along with auction counts and better system reliability. It must be responding to a different metric than auction counts. I think eBay is reflecting expectations of reduced sequential earnings. If that is really the case, then buying ebay ahead of Q3 earnings will be a big winner. Especially if they overload the expenses on Q2, since it is a down quarter, anyway.