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To: Glenn D. Rudolph who wrote (13635)	8/15/1998 6:30:00 PM
From: zax	Read Replies (1) \| Respond to of 164684

That statement truly speaks for itself :) Note this part: Keith E. Benjamin, CFA - 415-693-3285 Do you think Keith might look good in prison blue?

To: Glenn D. Rudolph who wrote (13635)	8/15/1998 8:48:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

Glen, Do you have the link for the Robby Stephens report? Also, you really should be linking to these reports and news items your are pasting, because they are copyrighted.

To: Glenn D. Rudolph who wrote (13635)	8/16/1998 6:56:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 164684

I find it Amaziinnng that BankAmerica Robertson Stephens gushes aboutAmazongonenuts.com but mentions nothing about how much they spent to acquire a relative handful of registered users. They do mention Lycos' acquisitions and the relatively cheap price per registered user: ". . We believe $133 million is a fair price for WhoWhere? and its established 10.6 million person registered user base, suggesting a price of approximately $12 per person. In our opinion, this acquisition improves Lycos¡ competitive position among the portal sites by accelerating its path to being a full-service hub on the Web. The key for Lycos, or any portal, is to keep more of its audience on the network with services like communities. In addition, we are impressed by the growth rates and brand momentum of Angelfire and Tripod. Lycos currently has 3.1 million registered members in its communities, including 1.3 million on Angelfire and 1.8 million on Tripod. This compares to Geocities, which has approximately 2 million registered members. The two Lycos communities were recently highlighted among the fastest growing Web sites over the last six months, by Media Metrix, with Angelfire in 1st place and Tripod in 7th place." Amazon.com paid over 10X the amount per customer that Lycos paid.