Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Paul Allen's Wired World -- Ignore unavailable to you. Want to Upgrade?

To: Adam S who wrote (197)	7/19/1999 10:27:00 AM
From: kumqwatt	Read Replies (2) \| Respond to of 361

I got this from Raging Bull cyberinvester newsletter: LOOKING FOR WIRELESS INTERNET STOCK RESOURCES? IBC StockLine Newsletter publishes new report on why Microsoft founder Paul Allen invested $300 Million in Wireless and on emerging Wireless Internet Broadband Provider USURF America - www.usrf.com (OTC: USRF). Free Daily Internet report visit ibchannel.com

To: Adam S who wrote (197)	7/20/1999 10:24:00 AM
From: Susan G	Respond to of 361

Lycos, Paul Allen, others team on Net investing By Sandeep Junnarkar Staff Writer, CNET News.com July 20, 1999, 4:50 a.m. PT update Hoping to profit from market investments in Internet start-ups that may also provide strategic benefits to its Web network, Lycos today said it was forming $70 million venture capital fund in collaboration with a group of partners, including Microsoft cofounder Paul Allen's Vulcan Ventures. The fund hopes to leverage traffic to Lycos's network to kick-start early stage Internet companies through technology, content, and commerce agreements. Lycos will pump $10 million into the fund with the remaining $60 million coming from other partners, including Bear Stearns, Mellon Ventures, Mirae, Sumitomo, and others. Lycos Ventures will seek to make early-stage investments in companies that are involved with electronic commerce, online media, or in the development or use of Internet technology, content, or services. With its close ties to Lycos, the fund is positioned to target and invest in promising emerging companies, the company said. The start-ups also have an opportunity for accelerated growth given their ties to each other in the portfolio. Quote Snapshot July 20, 1999, 7:00 a.m. PT Lycos Inc. LCOS 99.8125 -0.5000 -0.50% CMGI Inc. CMGI 102.3750 +0.8750 +0.86% Bear Stearns Companies Inc. BSC 44.5000 +0.1250 +0.28% by symbol by name More from CNET Investor Quotes delayed 20+ minutes Lycos Ventures mirrors CMGI's successful venture model which has a wide portfolio of Internet and technology companies that work together in some capacity to improve their services and product offering. CMGI is one of the largest shareholders in Lycos and recently purchased AltaVista from Compaq Computer. The fund plans to build upon Lycos's existing investment strategy, which currently includes ownership and warrants in 11 Internet firms, including: • Mail.com, an Internet-based email service • Fairmarket, an online auction infrastructure technology company • NeoPlanet, a customizable desktop portal • Wit Capital Group, an online investment banking firm Lycos said its strategic investments in these early stage Internet companies have yielded significant return to date. Its investment in Amazon's PlanetAll in April 1998 yielded a more than 300 percent return for the company in just seven months. "The fund gives us the leverage to increase our investment position in a balanced, risk-managed fashion with select partners," said Lycos chief executive Bob Davis in a statement. "This is the classic win-win. Younger businesses get funding and...the investment risk and reward is shared by Lycos and our partners."

To: Adam S who wrote (197)	7/22/1999 11:23:00 AM
From: Susan Saline	Read Replies (1) \| Respond to of 361

is ZANY still a PA holding?

To: Adam S who wrote (197)	7/26/1999 8:24:00 AM
From: Adam S	Read Replies (1) \| Respond to of 361

Paul Allen's Wired World Portfolio update, week of 7/19 - 7/23: Easy come, easy go. Even Paul Allen is not immune to a market sell-off, as the portfolio lost 10% over the week. This compares to a loss of 6% for the NASDAQ composite. Stocks that contributed to the loss were NPNT with a 25.82% drop, losing 10 3/16 to 31 1/16. PCLN fell 16 7/32 to 81 3/16 shedding 16 7/32. Only two stocks were on the plus side. STMP rose 8.62% to 44 1/8 with its 3 1/2 point gain. HLYW squeezed out a 1/16 rising to 18 7/16. The following post will provide the overall results for the portfolio. Adam ______________________________________________________ Paul Allen's Wired World Portfolio can be found at techstocks.com If you link to the port via the SI Beta, you will only see the list of stocks and their quotes. In order to see performance data and daily change, you must link via the Classic SI. An explanation of the stock weightings can be found at: Message 10381310 and more info at: Message 10389899