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To: dbblg who wrote (72708)	8/9/1999 1:16:00 AM
From: dbblg	Respond to of 164684

OT EBAY, AOL -EBAY down again tonight. Analyst meeting tomorrow should be fun for management. -NYT article about possible collaboration b/t AT&T and AOL. Free but requires registration. nytimes.com excerpt: According to executives close to the companies, AT&T and America Online are considering an arrangement that would diminish the role of Excite@Home by giving America Online and perhaps other Internet providers enhanced access to AT&T's systems. Such a deal could be more than politically expedient; it would enable AT&T and America Online each to tap the technical and marketing strengths of the other. AT&T and America Online declined to comment. The competitive dynamics of the market place and the industry's strategic landscape make a compelling case for America Online and AT&T to approach the digital future as partners rather than foes. After all, America Online already has 18 million Internet subscribers, and AT&T owns or has agreements to acquire cable systems with 16 million customers, although AT&T plans to sell some systems.

To: dbblg who wrote (72708)	8/9/1999 2:13:00 AM
From: GST	Respond to of 164684

Ganesh re: strong net stocks and their 'fundamentals' -- there are no net stocks with strong fundamentals -- but some are better bets of future fundamentals than others. Right now they are all bets. When they have assets and profits we can talk fundamentals. Now, we can say which is the better speculation on future fundamentals. A great idea if it is 5% of your portfolio -- and a deeply flawed investment strategy if a person has been misled into thinking that you can construct a portfolio of net stocks and assume that you must be able to expect to at least get most of your money back later on. Every cent that goes into a speculative stock -- and this includes all net stocks -- is a cent you might never see again.