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To: Complexio Oppositorum who wrote (13601)12/26/1999 9:40:00 AM
From: Dale BakerRead Replies (2) | Respond to of 118717
 
The fund I co-manage does pure Internet plays like CMRC, VRSN, ARBA, etc. It is administered by Irish Life International but actively managed by Internet Asset Management in Zurich. Our only European holdings are small positions in FREE and QXLC.

I have heard about IONA but not looked into it much. Is it a Net play or an enterprise software company?