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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: James Strauss who wrote (1000)	8/14/1999 1:52:00 PM
From: Sergio H	Read Replies (2) \| Respond to of 1316

Jim, thanks for keeping the folio up to date as well as adding your intuitive and informative commentary. I'll pick up the folio duty, but please keep up the latter. CTCH A few concerns: * how are they going to make money? Most of their revenue to date is from two sources. While they are adding new subscribers, they are not adding paying customers...or are they? * Piper Jaffrey was the underwriter for their IPO and for their recent public offering of 3 million shares. A "STRONG BUY" at this time from PJ can be ignored. * MSFT and other industry giants are also pursuing the same $$$$$$ from internet e-mail. * I don't believe that there are any shares currently available for shorting. Sergio