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To: Rob S. who wrote (68143)	7/18/1999 1:06:00 PM
From: Lizzie Tudor	Respond to of 164685

It is interesting . . . look to see many established companies with Internet sites to spin off "tracking stocks" over the next several quarters. Other than msft, who do you think will attempt this? The Dellware site has already been publicized... I'm not sure what kind of leverage Dell with get out of that.... and I don't think msft will double from these levels.... I can't see the traditional retailers getting away with this (no vision + drag on primary business), so who does that leave? Thx