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To: Sarmad Y. Hermiz who wrote (68447)7/20/1999 3:39:00 PM
From: Jan Crawley  Read Replies (1) | Respond to of 164684
 
covered the 1200 LCOS under 98. Now at all cash and at a loss of what to do next. Acct over 70k. Triple+ in 6 months. about 30 trades, with only one loser.

YOU GO partner!!
Covering Yhoo @144, Amzn looks bad but I think that we can handle it.



To: Sarmad Y. Hermiz who wrote (68447)7/20/1999 7:28:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
Sarmad... re:lycos, I see you covered by fwiw there are some questions as to whether Allen might utilize Lycos in his portfolio and this would increase the value of lycos I believe.

Now personally I think this is wishful thinking on the part of Lycos investors but who knows... Allen entered into a small (70mm) Lycos VC fund... which has led to speculation about Lycos becoming Allen's portal of choice... of course the gnet people are not happy with this.

Since Allen invested over 300mm in gnet and has board representation vs. putting probably less than 10mm in this lycos fund I am inclined to go with gnet but you never know... best to leave lycos