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To: JRI who wrote (138534)	8/5/1999 6:01:00 PM
From: stockman_scott	Respond to of 176387

~OT~ John: Here's a message from one of the 'more optimistic' posters on the eBay thread <G>... techstocks.com I feel that eBay will be OK in the LONG RUN but have been out of the stock for a while....used to have a small position and sold it at around $170 (on the way up).... IMO, some of the smaller 1st tier internuts staged a comeback today (stocks like ARBA, ATHM, CMGI, eBay, EELN, GNET, etc..)....It will be interesting to see if they can reverse the recent trends and start a consistent move up again.....of course many of the nuts move up about 3 steps and then back 2 <G>..!! Best Regards, Scott -------------------------------------------------------------------------------------------- BTW, have you delayed the potential IPO for Rosser.com --in light of these market conditions <VBG>...

To: JRI who wrote (138534)	8/6/1999 4:20:00 PM
From: Gabriel008	Read Replies (3) \| Respond to of 176387

Here's something interesting on the PC front: Mac Attack: So, what's this about businesses starting to reconsider Apple (AAPL:Nasdaq)? That's the word from Mike Kelly of Techtel, in Emeryville, Calif., which tracks PC buying patterns. He says his data shows that for the first time businesses are evaluating Apple products at a rate quadruple that of last quarter's. Evaluations for Apple products, he says, previously dropped for three successive quarters. The key, of course, will be whether they actually buy, and he doesn't expect to know that for another quarter. (Apple officials couldn't be reached for comment.) Techtel's research also confirms the renewed momentum of Dell (DELL:Nasdaq). Kelly says the number of businesses considering buying a Dell is about 30% higher than a year ago, while the number considering a Compaq (CPQ:NYSE) has fallen by around 60%. "Compaq's biggest problem now is failing to attract new customers," he says. "That's the typical thing that happens when opinion goes negative on fundamentals." Compaq, of course, is trying to right itself with new management.