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Technology Stocks : MeVC Draper Fisher Jurvetson Fund (MVC, XMVCX) -- Ignore unavailable to you. Want to Upgrade?

To: Topannuity who wrote (77)	6/5/2000 1:34:00 PM
From: Sam Nizam	Respond to of 180

You read my mind. The market gave us all a big wake-up call and it seems MeVC learned nothing. Can you imagine if any of these three ipo's came out now? I know we need to think much longer term, but who's to say these types of companies will ever come back into favor. Just give me one semiconductor or fiberoptics deal..please

To: Topannuity who wrote (77)	6/5/2000 2:50:00 PM
From: johnd	Read Replies (1) \| Respond to of 180

With 3 investments of 20m + 10m + 6m already, and more seem to be coming through the pipe, why do you think MVC should trade at book?. What is the difference between this and CMGI or ICGE?

To: Topannuity who wrote (77)	6/5/2000 6:03:00 PM
From: Xenogenetic	Read Replies (1) \| Respond to of 180

I think that the ShopEaze funding was a good move. What is meant by B2C being "dead" is that there will not be one huge retailer that will sell everything to everyone (i.e. Amazon, Buy.com, etc) since the competition is so fierce (insert this B2C is dead popular reference here: "The competition is always one click away"). So in essence, the proverbial death of B2C is actually good news for entities like ShopEaze since it means that there is an influx of many new entrants into that industry...the more the better. Those new entrants will need help getting their storefronts up and running. And the fact that their clients are brick and mortar, ShopEaze does not have to worry about losing as many clients due to bankruptcy as they would with a pure e-tailer. -Xeno