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To: Randy Ellingson who wrote (112478)	12/7/2000 12:34:40 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Randy, there's no doubt about it. Any I-net who derives its income from Internet advertising has been whacked. But, as Blodget puts it...maybe we'll start to click on banner ads next year. Btw It looks like you didn't invest in the Pcln scam.:-) >Blodget Cuts First-Half View on Yahoo!, Raises Second-Half Estimate By Yi Ping Ho Staff Reporter 12/6/00 1:12 PM ET Merrill Lynch analyst Henry Blodget cut his first and second-quarter revenue and earnings outlook on Yahoo! (YHOO:Nasdaq - news), citing the slowing online advertising market.

To: Randy Ellingson who wrote (112478)	12/7/2000 7:18:04 PM
From: Eric Wells	Read Replies (2) \| Respond to of 164684

Where's Eric Wells? I'm here. I actually bought several stocks last week, including MSFT, INTC, SUNW, AOL, GE and WCOM - MSFT and INTC are both down, SUNW is up, AOL and GE up a little, WCOM flat - in total, I'm down about 2% (I wasn't expecting the severe decline in MSFT). Personally, I think with the muted response to Intel's warning this afternoon that we'll see a rally tomorrow. If the election mess gets resolved, we may head back to 3000 - if Bush wins, I think MSFT will rebound back to the 70 range. I'm most likely holding for the long term now. Don't have time to trade per se - while a cap spending slow down may be hurting the big consulting firms (especially companies like Scient, Razorfish, Sapient, etc.), my business is doing well. What can I say about the current market? I can look back on the market of 1999 and 1998 and say confidently that it was, indeed, too good to be true - and I sure wish that I had held many of my short positions (BRCM, ICGE, CMGI, YHOO, RHAT - it pains me to think about the money left on the table). -Eric