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To: Bill Harmond who wrote (72576)	8/8/1999 11:34:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

William, these are your core holdings. No wonder you've been drinking a lot lately.;-) >>07/22/99 Long positions (weighting): YHOO (x5), AOL (x4), EBAY (x5), AMZN (x6), VERT (x3), PCLN (x2), NITE (x2), EELN (x3), ESFT, LCOS, EGRP, DCLK, NXTL, INKT (x2), TERN (x2)<< To an engineer, can you please explain weighting (like in splits)? Does that have anything to do with averaging down? When's the last time you averaged up?? William this what your core holdings have done? Yhoo 244 to 126,Aol 175 to 84,ebay 234 to 83,amzn 221 to 89,vert 149 to 71,pcln 165 to 74,nite 81 to 36,eeln 74 to 23,esft 8 to 3,lcos 72 to 34,egrp 72 to 25,dclk 176 to 74,inkt,159 to 95, tern 60 tp 39. The only stock of yours that I'm currently long in also is Nxtl, and that's only because Craig McCaw is a Seattle boy who also went to Stanford. Ps Are you telling us that your still holding all your core holdings?? Mark Fowler hasn't. He knows momentum investing. Trust me on that.