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To: Elmer who wrote (68063)	7/17/1999 2:23:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164687

>>Looks like they may be worried that the IPO window might be closing soon. << David, you say worried, I say ambitious. So, lets call it ambitiously worried. Thanks for the post. I'd didn't know about some off the others. Where did you get that info?

To: Elmer who wrote (68063)	7/17/1999 8:03:00 PM
From: Glenn D. Rudolph	Respond to of 164687

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. David, I have not readt it but I suspect you are recommending I do:-) 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. The other possibility is that the demand for Inet stocks go up during the fall. It could be both too. Glenn