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To: Len who wrote (90)	2/18/1999 11:04:00 PM
From: DownSouth	Respond to of 54805

I think we would make a mistake to assume that EMC is staying idle in the mainframe market. I thought they were similarly moving into the server arena. Their real strength, in any case, is software. I agree. Same with NTAP. They manufacture nothing. They assemble off-the-shelf components, hardware-wise. They are a software company--the OS for the filer, and the NetCache software.

To: Len who wrote (90)	2/18/1999 11:10:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Billionaire Scorecard: Tech Fortunes Trimmed by Latest Slump New York, Feb. 18 (Bloomberg) -- The swoon in Internet and computer stocks this month has shaved billions of dollars off the fortunes of billionaires whose riches are built on technology stocks. The following table shows the effect of the market's drop on the stock and option holdings of some of the richest U.S. technology entrepreneurs, many of whom are still richer than they were at the beginning of the year. The declines are calculated from 1999 closing highs for the stocks in which the individuals are the largest holders. Dollar figures are in billions. Billionaire 99 High 02/18/99 Loss Change YTD William Gates, Microsoft $87.6 $73.0 $14.6 -17% +5% Paul Allen, Microsoft $24.2 $20.2 $4.0 -17% +5% Steve Ballmer, Microsoft $21.0 $ $17.5 $3.5 -17% +6% Michael Dell, Dell $20.6 $15.7 $4.9 -24% +12% Lawrence Ellison, Oracle $13.9 $11.6 $2.3 -17% +18% Gordon Moore, Intel $12.6 $11.5 $1.1 -9% +9% Jeffrey Bezos, Amazon $10.9 $5.3 $5.6 -51% -18% David Filo, Yahoo! $4.9 $3.0 $1.83 -38% +8% Jerry Yang, Yahoo! $4.8 $3.0 $1.8 -38% +8% Pierre Omidyar, eBay $4.6 $3.6 $1.0 -22% 3% Stephen Case, AOL $1.5 $1.3 $0.2 -13% 0% Values are based on the latest available information for stock holdings.