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To: Glenn D. Rudolph who wrote (67983)	7/16/1999 2:58:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164687

I can wait Init ... I'd sit tight here on Ebay the last low was 120...

To: Glenn D. Rudolph who wrote (67983)	7/16/1999 4:16:00 PM
From: Olu Emuleomo	Read Replies (2) \| Respond to of 164687

Had to buy more MSFT @ 99. My limit @ 97 1/8 did NOT hit :-(( I remember when I was buying @ 84 a few weeks ago. I thought it was expensive, so I only bot 1/3 of my line. Oh well. Better 1/3 than none. I guess you still got yours. --Olu E.

To: Glenn D. Rudolph who wrote (67983)	7/16/1999 7:03:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 164687

Sold 20% of the msft I bought yesterday at 94.5 for 99.5 today. Also sold 1/10 qcom at 158.75. Average price of the q is about 85. Covered yhoo shorts I sold at 160 yesterday at 151 today. Bought more aol with the proceeds and went deep in margin buying all the aol I could get from 119.5 to 123. Hands are still shaking. Averaged about 121.5 on it today. Going to get hurt bad if it doesn't move by Thursday.(E after the bell Wednesday, I think. I am getting different dates from different sources.) Best of luck.

To: Glenn D. Rudolph who wrote (67983)	7/17/1999 11:44:00 AM
From: Elmer	Read Replies (2) \| Respond to of 164687

Hi Glenn, OT- Have you read "The Silicon Boys" by David Kaplan? If not, it provides a very good history of the development of transistors, semiconductors etc. The other point is that a large number of Kleiner Perkins backed IPOs have gone into registration during the last couple weeks. Those in registration include Calico Commerce, Epiphany, Pivotal, Homestore, Agile (through Integral), drugstore, Chemdex, and Vitria (also through Integral). That is about as much product as most VCs do in a year. Looks like they may be worried that the IPO window might be closing soon.