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Technology Stocks : Excite [XCIT], an exciting stock to own in 1999! -- Ignore unavailable to you. Want to Upgrade?

To: Frank Z who wrote (960)	2/2/1998 4:43:00 PM
From: Still Rolling	Respond to of 3183

Frank, I would suggest you do NOT get out of XCIT at this point; daily volumes are at record levels and there is a relatively small float compared to YHOO. The market is revaluing the engines based on a firmer sense of their business model and is looking at XCIT's $550 million valuation and thinking maybe it could/should be $ 5 billion. Millions of American (and international) eyeballs are now on my.excite.com a lot more than they are on the TV, and at some point the revenue streams will follow the eyeballs. We are all in uncharted terrain here, but let's hang around and see what happens to our little engine that could . . . Craig

To: Frank Z who wrote (960)	2/2/1998 6:32:00 PM
From: AugustWest	Read Replies (1) \| Respond to of 3183

Frank, IMO, I would surely keep this for now. I lament a little as I dumped 75% of holdings at 32 and change on 1/6/98. never thought it'd get past 34 before faling back to maybe 26! Now, every point it climbs is truely bitter sweet for me. I keep looking to get back in, but my pride and the market are not cooperating very well. I now guess, since anything is possible 55-60 isn't out of range(say a week or two at this pace). That's about where I thought it would catch Yahoo. Just not this fast. and so sharply. Keep this frank. Keep it until it you see that people lose intrest and the price begins to drop back sharply. Keep revising your lower limits, but don't be too non forgiving. It may slip for a few days, then rest for another few days just before another blast. I would ride her for everything she's willing to give. Get rich off of OPM.Regards.AugustWest.