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To: craig crawford who wrote (7084)	2/2/1998 5:15:00 PM
From: Robert Sievers	Respond to of 27307

When will the madness end. I must be the stupidest investor alive. I didn't sell much SPYG at $100, because I believed the story. So I short YHOO at $43 because I no longer believe the tall tales. Yikes.

To: craig crawford who wrote (7084)	2/2/1998 8:20:00 PM
From: Keith J	Read Replies (2) \| Respond to of 27307

Why? Because nobody knows what the direction of these stocks will be for sure. Tell me what your opinion of NSCP would have been a year or two ago, given the growth of the internet. And look what's happened to them. Currently, AOL is worth 10 billion, YHOO almost 3.5 billion, and XCIT a little under a billion. Realistically, AOL may be the one with the most problems as people further integrate into the net. But I'm holding off on shorting AOL until after their earnings report. Look at it this way. Is NBC worth 10x CBS or ABC? Ratings/content will change over time, valuations will reflect this. I'm long the stock I think is undervalued, short the one I think is overvalued. And they can go up or down, since I'm hedged I should be ok either way. KJ