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To: J.R. who wrote (28912)	8/8/1999 1:46:00 PM
From: Tom Tallant	Read Replies (1) \| Respond to of 41369

Didn't Mary Meeker make bullish statements on AOL and YHOO Friday? Frankly, her credibility is hands and feet above Blodgett's in my book. Tom

To: J.R. who wrote (28912)	8/8/1999 2:43:00 PM
From: Pruguy	Respond to of 41369

absolutely disagree....you either like it or you don't.......under no circumstances do you say you didn't expect competition six months ago while it's always possible I am incorrect, this will lead to his leaving merryl by this time next year, if not sooner.....There is no excuse for making such a stupid comment....... I can only imagine how tee'd off some merryl institutional clients will be when they ask themselves why Merryl is recommending an ISP without taking significant competition into account. Blodgett will either reword his comments or be history and go the way of their last one...of to WIT capitol or the other research powerhouse e-trade