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To: Bill Harmond who wrote (76890)	9/7/1999 10:04:00 PM
From: Tom D	Read Replies (2) \| Respond to of 164684

Also, what do you think about SFE? SFE's premium to NAV is surprisingly small. ICGE is ridiculously overpriced. Perhaps the way to invest in these is to step back a level and buy SFE. Comment please. Tom

To: Bill Harmond who wrote (76890)	9/7/1999 10:27:00 PM
From: Lizzie Tudor	Respond to of 164684

I was thinking the same thing just today. When you have multi-billion valuations on all these IPOs, verticalnet looks good. The problem is I am in some stocks I'm not ready to dump yet.

To: Bill Harmond who wrote (76890)	9/7/1999 11:51:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

AMZN: BANC OF AMERICA has reiterated estimate for quarter ending 09/99 of $-0.28 on 09/03/99 AMZN: HAMBRECHT&QUIST decreased estimate for fiscal year ending 12/99 from $-0.95 to $-0.96 on 08/02/99 AMZN: HAMBRECHT&QUIST decreased estimate for quarter ending 09/99 from $-0.29 to $-0.58 on 08/02/99 AMZN: HAMBRECHT&QUIST decreased estimate for quarter ending 12/99 from $-0.28 to $-0.29 on 08/02/99 AMZN: ROBINSON HUMPHR decreased estimate for fiscal year ending 12/99 from $-0.93 to $-0.94 on 09/03/99