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To: Sam Sara who wrote (77866)	9/20/1999 10:58:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Well thanks for that on epiphany... I'll watch that one, it is a Kleiner after all. However I am a little leery about buying into these IPOs, someday people are going to figure out the strategy and IPOs will not go up after quiet period... Re: foundry, I have heard from 2 people now that foundry is a company like Calico... they have been around a long time, mulled around a while going nowhere, now all of the sudden in this hot IPO market they become a hot IPO. I think sycamore is higher quality... but anyway thats fundamental stuff and who cares about that... I'm sure foundry will go higher, but again I don't plan on overpaying for any IPOs because I think everyone knows the game now... if these guys come out at 3-5 billion, forget it.