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To: GVTucker who wrote (140729)	8/2/2001 6:43:17 PM
From: Jim McMannis	Respond to of 186894

RE:"Poor Coca-cola into the Sam's cans and vice-versa, and I bet that the market share numbers wouldn't change that much at all. That is the draw of the Coca-cola brand. Similarly, if you put Intel chips into AMD PCs and AMD chips into Intel PCs, I betcha market share numbers there wouldn't change at all, either." Actually, I'm a real Coke fan but I switched to this stuff called "Simply Cola" they sell at Costco. Try it, it's as good or better than Coke. As for Pepsi..No thanks, even in a Coke Can. Jim

To: GVTucker who wrote (140729)	8/7/2001 5:25:49 AM
From: Amy J	Respond to of 186894

Hi GV, looks like a bottom may have been reached with early-stage ventures. About 30% of ceo's or founders I've recently bumped into said their board of directors told them to not raise VC capital this year. First time in my life I've ever heard a number of entrepreneurs walk away from VCs. Is that a sign of a bottom? The ones remaining are much more independent. These days, sweet-talking folks aren't getting rewarded for their hype. Rather refreshing for a change. Boring and practical is back in popularity. About 40% of startups were expected to go out of business by the end of the year, but it almost seems like more than that have already gone out of business. I think there will be one more wave of busts. Around December, I think we'll see some very large, later stage startups go out of business, maybe even some VC firms too? I've heard many VCs are looking at December to pull the final plug on many of their portfolio companies. I think we're pretty close to a bottom, with December probably being the turning point. Compaq laid off 10 of their VCs. Regards, Amy J