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To: Robert Rose who wrote (83301)	11/6/1999 11:16:00 AM
From: Lizzie Tudor	Read Replies (4) \| Respond to of 164684

Robert, Greg brought up a really good point on the broadvision thread that this msft news is going to propel a bunch of other stocks... offhand I think Oracle and Real Networks will benefit. I was just getting into the market the last time money came flowing out of a huge cap, in that case it was IBM... Oracle was the recipient and it was pretty significant, fwiw. I still have some cash and am trying to figure out where to go with it... agil is almost where I sold again, but I still think its too high at those levels.

To: Robert Rose who wrote (83301)	11/6/1999 11:24:00 AM
From: Olu Emuleomo	Respond to of 164684

>>>I would be interested in knowing how the inet portfolios of others are faring in relation to the dot or iix since April, now that both indices are at or above those highs.<<< Actually, I am back above my april high....much to my disbelief! --Olu E.

To: Robert Rose who wrote (83301)	11/6/1999 12:21:00 PM
From: Sam Sara	Read Replies (1) \| Respond to of 164684

Robert, I think you figured this out long before I did, but it seems clear that the money has shifted to B2B and wireless. The original internets peaked when Q/Q revenue growth (percentage wise) peaked- the winners in this sphere will continue to grow their market caps, but not nowhere near the rate of 1997-1999. I have a question for you- do you think we will see a recurrent pattern in B2B sector, with an April peak as in B2C stocks? Finally, I think we may be seeing the ascendancy of the Nasdaq over the NYSE- I think the latter recognizes it and that is why there is talk of major restructuring going on with NYSE oversight. The addition of Microsoft, Intel, Home Depot and SBC Communications in the place of Chevron, Goodyear Tire, Union Carbide and Sears Roebuck to the Dow is a related phenomenon. I think that tech sector has a long way to go in this bull- we are seeing the beginning of massive rotation of funds into the tech sector, and I think it will only continue.