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To: allen menglin chen who wrote (107077)8/12/2000 3:10:31 AM
From: ms.smartest.person  Read Replies (1) | Respond to of 164684
 
Allen donates also, not at Gates level. Anyway, they might as well give lots away 'cause US would take hugeRRRRRr chunks.

Allen has never appeared to have good VC judgement with his choice of companies. However, there is supposedly a Vulcan board that reviews and decides on the VC applicants. Paul may just have too much say. However, Transmeta's Crusoe if it truly does all they say, could give Allen another fortune -- but doubtful it would every be a MSFT-level.

Oh well, it's only money.

M



To: allen menglin chen who wrote (107077)8/12/2000 10:47:36 AM
From: Victor Lazlo  Respond to of 164684
 
ha!

Allen just invested in PCLN !! Add another one to the loser column ! One would think he would know better.

But i guess he can affoord to lose 90% of his % and still be wealthy.
Victor



To: allen menglin chen who wrote (107077)8/12/2000 12:11:40 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
Says Forrester Research (Nasdaq: FORR) analyst David Cooperstein: "If I were Home Depot,
I'd be giving Amazon a call."


I believe Amzon needs to be calling Home Depot. It is Amazon that needs the cash, etc. I believe we can safely say that Amazon is a client of Forrester and in my opinion, they are very biased LOL.



To: allen menglin chen who wrote (107077)8/12/2000 1:18:10 PM
From: Lizzie Tudor  Respond to of 164684
 
Allen has had a number of what I would consider winners in that portfolio, these are: mcom, netp, gnet, cnet, pcln.

It doesn't matter that some public company's stock trades down in some window you select - he probably put in 10 million for 20% of these companies on average.

Compare that to the portfolio of some VC's, benchmark capital or accel and it holds up pretty well. Forget about idealab! they are way below Vulcan.