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To: GST who wrote (76227)	9/1/1999 8:24:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

GST/KIS, re: Blodget I have gained a lot of respect for Blodget with his calls on ICGE. All the other publications like Red Herring etc. have been negative on ICGE based on the mgmt teams "lack of experience" which, imo, means very little other than that icge did not come out of the cliquey silicon valley VC community. I've know some really awful venture capitalists before (Bill Gurley) but because they are Sand Hill road insiders their track records always look peachy keen. My guess is the icge mgmt team does just as well with that portfolio as Accel or anybody else, Blodget is absolutely right.

To: GST who wrote (76227)	9/1/1999 10:28:00 PM
From: Winston Lee	Read Replies (1) \| Respond to of 164684

Hi GST, Long time no see - I sold out of all my positions early July and have completely stayed out of the market since then (due partly to heavy workload). What's your take on the market ... especially today? Here's my take: 1. I think QCOM & JNPR news may have dragged the entire internet market. 2. The market continues to swing wildly - from overbought to oversold conditions ... this is not remarkable except that at some point the market may either crack or fly through the roof. 3. I think the NAZ may retest the 2450 market some time in September ... due primarily to interest rate fears. 4. I will start accumulating internets slowly if the market drops or if the interest rate fears subside. Regards,