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To: Bill Harmond who wrote (11599)	7/1/1998 2:58:00 PM
From: ioioioi	Respond to of 27307

Thanks Bill.

To: Bill Harmond who wrote (11599)	7/1/1998 6:51:00 PM
From: Dell-icious	Read Replies (2) \| Respond to of 27307

William Aren't you tempted to buy some cheap puts in AMZN and YHOO now ? Don't you think that the exuberance here is a bit irrational. (Of course - I'd never ever short these animals ...)

To: Bill Harmond who wrote (11599)	7/2/1998 5:48:00 AM
From: Hiram Walker	Read Replies (2) \| Respond to of 27307

William, this is a liquidity driven event,all made by the Fed and the shorts. Who would short stocks is beyond me,especially into a mania. Better to go to cash and watch the fun(like me). Anyway,the killer app to the internet is the stock market. So lets say the Fed,which is will,raises interest rates,and cuts off the spigot to the last phase of the bull. The market drops,fueling internet mania,causing congestions,and breakdowns in the market. Everyone wants to know why their stock is dropping 20 points a day. No one can get on the internet to find out. Ad revenues decline dramatically,like they always do in a recession(growth?). This is the blowoff of a mania,almost as big as the 20's,and the land grab days in Florida. When the dust settles,no one goes on the net anymore,stocks languish,and companies rethink their strategy in calmer times. The infrastructure gets upgraded,the internet takes on a whole new look. No more search engines,we have smart clients embedded in our web browsers to find the information that we need,and which is the most pertinent information. Less time is spent directly on the net,more time peripherally,we don't really notice. This mania will come to an end,they all do,and it will be ugly. I just wonder what the world,and the internet will look like coming out the backside. Hiram-all cash,1 stock.