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To: Jan Crawley who wrote (73651)	8/13/1999 12:09:00 PM
From: Robert Rose	Respond to of 164684

<Three months ago you were 100% nets and margins too. One week ago you were 100% cash and maybe some gold. Today you are half/half? Am I correct, any "fundamental"insights? > Fundamentally, the internet revolution unfolds in force. Of some concern is a possible slowdown in growth among users and a proliferation of sites vying for those eyeballs. Even after this stiff correction, inets remain fully valued, imo. What this means is that more modest and less volatile gains are in store going forward. On the order of 100%/year for the inet generals, probably more for the best of the rest. Sounds like a good deal to me. :)