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To: Robert Rose who wrote (80273)	10/12/1999 10:17:00 PM
From: Eric Wells	Read Replies (1) \| Respond to of 164684

>>fundamentally, the Internet Revolution is >>restructuring every corner of our economy, Robert - I believe the "revolutionary" impact of many internet companies is overblown - and that internet stock prices are based on overly-optimistic views of an uncertain future. I don't believe that new era thinking can last indefinitely - and at some point these companies will be evaluated on fundamentals. Unfortunately, it difficult to gauge when that point may arrive - and when it does arrive, it may come upon us gradually, or it may arrive in a day. Thanks, -Eric