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To: Lizzie Tudor who wrote (5271)	2/9/2001 8:20:57 PM
From: Libbyt	Read Replies (1) \| Respond to of 57684

Technology conference.... Hi Lizzie, I saw your message on the AMZN board, and thought I'd pass on my thoughts. I attended the Banc of America conference last year and this year....and what a difference a year makes! I listened to a luncheon Venture Capital discussion, and the criteria for taking a company public has greatly changed. From the discussion, it would seem that there will be fewer IPOs, that meet much stricter standards, and the IPOs that are released will be "the best of the best". Last year the conference reconfirmed my belief in the Internet and Internet related companies....and I have to say that despite the price changes in various stocks, I still see the tremendous potential the Internet has to offer. The one thing that impressed me more than anything from attending this conference was the need to efficiently "direct" all of the Internet "traffic". The Internet isn't "smart" and "intelligent" as far as routing traffic, and IMO companies that are in this area are in a position to capitalize on explosive growth. (AKAM, SCMR, ONIS....all the stocks being "trashed" on the message boards and shorted, may be long term winners!) The potential definitely exists for some of these companies in the right area, and IMO they are in a position where their customer focused solutions will be a win/win for the customer as well as the company. So many of these stocks are "out of favor" and seeing new lows in their stock price, but in the long term (next five years) we'll probably wish we had bought several of these companies at these "sale" prices. I think everyone is having a hard time trying to figure out "fair value" for so many of the Internet related stocks. Since we're in a relatively new and unknown growth period of the Internet, deciding to buy any of these stocks IMO is a personal choice....and there are no "guidelines" as to what is considered "fair value". I currently do not hold any of these stocks, but I am looking to add a small position in some of the stocks in this area. Just FYI.... the companies who gave presentations have linked their Presentation as well as the Break Out session to their web sites. Libbyt