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To: Bearded One who wrote (74265)	8/17/1999 1:45:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Yes I agree with all you said. On an interesting side note I have been watching this stock Ariba since it is touted as a sort of next generation software company and (oddly) trades a little like jnpr, another stock I own. When I looked into potential growth rates for ariba I was disappointed because as a packaged software vendor there is a bunch of effort going into every sale. If they could outsource their technology (impossible in their niche) then they'd have something... maybe thats why Chuck Phillips has them as outperform only. Anyway I realized that Meekers model of extreme growth rates for internet companies has been accepted at this point, nobody really doubts it anymore and its starting to get applied to all kinds of other sectors including software. If you accept the revenue growth as attainable for the internets then that leaves profitability... a biggie but only half of the issues that existed last year when nobody bought into the growth.

To: Bearded One who wrote (74265)	8/17/1999 1:49:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Heres something interesting - toysrus.com seems to be imploding (I'm not surprised) PARAMUS, New Jersey--Toys "R" Us, the second-biggest U.S. toy retailer, said fiscal second-quarter profit fell 25 percent because of costs to develop its fledgling Internet business. The retailer also broke off its arrangement with venture capital firm Benchmark Capital, which said in April it would invest in the online unit. Chief executive Robert Nakasone spent $4 million during the quarter to set up and expand the company's Web business, amid stiffening competition from eToys, Amazon.com, and other online toy sellers ahead of the Christmas holiday season. The loss of Benchmark, which helped finance leading auctioneer eBay and other Internet companies, is the latest setback for the Web unit, whose first choice as top executive backed out of the job. news.com