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To: Yaacov who wrote (24773)	11/9/1999 4:31:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

Yaacov. I am sure it was Mary Meeker's, of Morgan Stanley Dean Witter, yakking in England that did the nets in today. I am surprised though that AOL did not benefit from her speak. Of course the European analyst from Morgan Stanley for the nets did not think anything wrong with the European nets. Duh. Meeker spoke of some possible problems in March after the Holiday season. M.Biggs has been a BIG BEAR to begin with and so maybe the rest of them in that company are trying to break down the edges of the market. gg. Just a little guess. Sonny