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To: Glenn D. Rudolph who wrote (75136)8/23/1999 9:05:00 AM
From: Radim Parchansky  Read Replies (1) | Respond to of 164684
 
s&p futures (globex) 1346.40 6.20 8/23 8:54

Preopen prices:
AMZN 115 1/8
EBAY 124 1/4
YHOO 145 7/8
LCOS 44 1/4
AOL 95 3/16



To: Glenn D. Rudolph who wrote (75136)8/23/1999 2:19:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
Yeah I was in a bad mood yesterday because someone responded to a whole bunch of my posts with a bunch of retorts ("get a clue" kind of stuff) and they had completely misread my stance on those stocks.

I never liked Priceline, CMGI or ebay. Obviously I was wrong on all those, ebay especially, long term priceline will succeed I think, I just believe their stock is going down now, and cmgi I have no real faith in long term. So no need to stick a fork in priceline for my benefit!

Anyway on another matter, prior to the AOL buyout Andreesen sold almost every single share of Netscape he had, a complete liquidation as I recall. This was in the papers that year but I can't find anything now because it was so long ago and I can't come up with a set of keywords that will differentiate the past from whats happening today. So anyway that was a pretty bad call on his part because he sold at the low, otoh he might just have a great investment guy who he prefers to manage his money. So, there is a precedent for this with Andreesen. I think the Steve Case sale is more significant, and this is an overreaction to Andreesen - I would pick up some AOL here but I think we will decline a little after fomc so I'll wait.