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To: bh who wrote (47)	2/7/2000 2:17:00 PM
From: mact	Read Replies (1) \| Respond to of 103

bh, do u mean 140?<gg>

To: bh who wrote (47)	2/7/2000 4:41:00 PM
From: astyanax	Read Replies (3) \| Respond to of 103

I'd say there's an approximately 101% chance of your prediction coming true. So I wouldn't be surprised either. :) By the way, Thom Calandra just wrote another article following up on Net VC stocks. Scroll all the way to the bottom and see his mention of FBR as a backdoor WEBM play: cbs.marketwatch.com >>bh wrote: I will take all the shares my broker will give me, and wouldn't be surprised to see it close above $40 the first day.

To: bh who wrote (47)	2/8/2000 1:48:00 AM
From: Edwin S. Fujinaka	Read Replies (2) \| Respond to of 103

The actual questions that I was attempting to raise is probably always on the mind of the old line traditional analysts: Does this IPO make financial sense? Does it make technological sense? We could discuss the second question here. I don't see any clear discussion of what the company actually does and whether they have a protected business plan that makes sense. By protected, I mean patents or other forms of protection of their intellectual property and/or ideas. As far as the financial matters, the initial investors are in a position to get their money out with the IPO and all of the new investors will have to assume that whatever ideas are behind the Company, it will be worth the immediate dilution of their cash stake. Of course this is a common occurrence for these internet IPOs so the real question is: Do they have a good idea and can they execute?