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To: Lizzie Tudor who wrote (107434)	8/23/2000 2:33:33 PM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

Lizzie, Here's a comment from ML quant. I remember you had commented about the strategist's comments recently on another board. "We view the Energy Sector as the antithesis of the Technology sector. Whereas there has been tremendous over-investment in the Technology sector which will undoubtedly lead to over-capacity, there has been tremendous under-investment in the Energy sector for some time. The result is there are now bottlenecks at nearly every stage of operations, in our view."

To: Lizzie Tudor who wrote (107434)	8/23/2000 5:40:34 PM
From: Glenn D. Rudolph	Respond to of 164684

OK, this was a roundabout way of saying the number of purchases made does not really equate to the value add of the service, for now... Liz, You are correct. My son last spring needed a new car. He and I (he is still relatively young) used one of the car sites that gives the dealer cost including hold back, etc. They also had a list of inventory of participating dealers for the radius one give. My son chose a car in Buffalo (100 miles from him), went there test drove it and bought it. I can't recall which firm it was I used but I do not know how much revenue they received for this transaction. I only have one point. This was far easier and more convenient than driving from dealer to dealer. The site added a lot of value for their service but I suspect was not highly rewarded.