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To: Frodo Baxter who wrote (5831)	3/11/1999 5:29:00 PM
From: LK2	Read Replies (1) \| Respond to of 9256

RE--I would really like to see QNTM HDD and MXTR get together in a no-premium pooling-of-interests merger. Then send QNTM a few e-mails on the subject. If you and Z can make a compelling case, maybe it could happen. Of course, something that big could take a few years to get done. And I kind of doubt the big-wigs pay much attention to the peanut gallery. But if you make a compelling case, they might come up with the same idea on their own, in their own sweet time. Similar things have happened, like with the tracking stock. Regards Larry PS--Is there any way you or Z could get some free stock options from QNTM for the use of your DLT spin-off idea?

To: Frodo Baxter who wrote (5831)	3/11/1999 10:38:00 PM
From: Sam	Read Replies (2) \| Respond to of 9256

OT Check out this post, which claims to represent ML's "internet investment philosophy". Remarkable. My bolding. Message 8278364 (From the CMGI thread) To: +lebo (5789 ) From: +stockman_scott Thursday, Mar 11 1999 10:26PM ET Reply # of 5791 FYI...Here is what Merrill Lynch said yesterday in their Internet Investment Philosophy Statement: <<We regard the Internet as a global mega-trend, along the lines of the printing press, the telephone, ad the computer...and it is changing the way companies and people communicate, research, buy, sell, and distribute goods and services, and spend leisure time. We believe it will affect multiple industry sectors in the world economy over the next decade. We believe that the Internet will continue to cause the creation and /or redistribution of hundreds of billions of stock market capitalization in a variety of sectors-with big winners and big losers. We recommend that investors develop a comprehensive industry-by-industry Internet investment strategy, whether direct or indirect, offensive or defensive. The aim of such an exercise would obviously be to move money where the growth is. We agree that the leading pure-play Internet stocks look very expensive, but we think there are good reasons to own small positions in them anyway. Among these is the belief that the real "risk" in such open-ended opportunities is not losing money, but missing a big upside. We believe the least risky Internet investments are also the most expensive-the sector leaders. If the "bubble" ever bursts, we believe that what will be left are a few fast-growing companies with big market capitalizations- and a lot of wreckage. We believe that the Internet stocks will continue to be sentiment-driven and extraordinarily volatile - and there are clearly favorable and unfavorable times to buy them (although the only mistake thus far has been to stay permanently on the sidelines). >> Amen brother.