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To: Dwight E. Karlsen who wrote (35991)	1/22/1999 1:31:00 AM
From: SkyDart	Read Replies (2) \| Respond to of 164684

<<This time its different<< I don't know about you, but I like to identify extreme overbought and extreme oversold conditions to un-emotionally determine trading opportunities. The nets have oversold this week at the same extreme they were overbought some weeks ago. I will trade on that basis. If I am wrong, so be it. I'll go on to the next opportunity. However you seem to have a great deal invested in your opinions, "All who bought YHOO and AMZN in 1999 deserve to lose all their money". Isn't that a bit EXTREME? Dart.

To: Dwight E. Karlsen who wrote (35991)	1/24/1999 7:55:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

The Internet Capitalist SG Cowen Internet Research 22 climb since then. Keeping a Forest view is what The Internet Capitalist is all about; we're not saying data points don't matter, we're just saying that, not all data points matter. So, once again, we find ourselves suggesting balance, with an eye toward keeping the trigger finger itchy when the Internet stocks start to look attractive again. The Calendar: Month of January December Quarter Earnings 1/25: UBID 1/26: AMZN CYCH EBAY VRSN 1/27: AOL MSPG BVSN 1/28: BCST NETG SDTI Diversions: Books We at the Internet Capitalist are constantly looking for historical precedents and analogs to the Internet's development as a medium. To this end, we found ourselves late last Saturday night in one of our favorite downtown NYC bookstores perusing the aisles, searching for that serendipitous tome that would supplement our knowledge of media history. We finally found one; Conglomerates And The Media, by Erik Barnouw et al., a compilation of multiple media academics and historians and a joint New York Press/NYU release. Putting aside the proselytizing on the political front, the book provides a good overview and history of the development of media in the US.