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To: CAPT TONY who wrote (8919)	8/10/1999 10:05:00 AM
From: zuma_rk	Respond to of 20297

Gary Craft on VCall - I don't have a soundcard at work. Maybe someone can listen an post whether Gary has any pithy comments about EBPP. vcall.com BTW - nice piece from JP Morgan. Interesting that it looks like Yahoo is going to split the rollout into two pieces. A good strategy, IMO, if it brings them to market faster. Also, I would think that this writeup from JPM basically implies that things are still on track with the portals. rk

To: CAPT TONY who wrote (8919)	8/10/1999 10:53:00 AM
From: micny	Read Replies (5) \| Respond to of 20297

Is there any sense that this guy/JPM would risk his credibility by timing this release on the day of the ER if he wasn't totally confident that the release will be positive? Or is he providing advance notice that after the total collapse would be a good time to buy?