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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: TRINDY who wrote (80083)	4/24/2000 8:10:00 PM
From: Les H	Respond to of 132070

FND is the LCM Internet closed-end fund. It's been around since October and sells at a 16% discount which doesn't help if its holdings are in free-fall. 207.61.23.98 As for incubator stocks such as CMGI, some of the others are ACRI, ETA, FLCG, HHGP, ICGE, IGTE, SFE, THCG, VCAT, and WCAP. J - Jackpot Enterprises is now a incubator since it's selling off its gaming business. And I forget the fishmeal company that converted to an incubator. I believe SFE recently announced that it is focusing on B2B ventures to the exclusion of B2Cs.

To: TRINDY who wrote (80083)	4/25/2000 11:29:00 AM
From: Knighty Tin	Respond to of 132070

Trindy, Commerce One is definitely not one of them. Neither is Internet Capital. When you are diversified across such a large list of junk names, most of your holdings have to be crap, which is the case with Commerce One and ICGE. Then, you pay a premium for that crap. I would rather play FND long and Commerce One short, as FND is selling at a small discount holding the same garbage for which Commerce One is getting a premium. Some of the real companies are Vertical Net, Broadcom, Silk and EXDS. However, none of them are real stocks yet. Way too overvalued even though they may have a speculative future.