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To: Geoff Altman who wrote (485)	3/15/1999 11:36:00 PM
From: jeff greene	Read Replies (1) \| Respond to of 855

Could someone comment on the value of Goldman Sachs being the lead manager? A reference was made in an article over the weekend about the success IPOs receive with GS sponsorship. Thanks

To: Geoff Altman who wrote (485)	3/16/1999 9:15:00 PM
From: Maverick	Respond to of 855

Give traders a theme, and they'll milk it dry. But based on the impressive price gains of stocks such as Bottomline Technologies (EPAY 92 1/4 +34 13/32), Covad Communications (COVD 71 +15 1/8), WebTrends (WEBT 53 1/2 +7 1/2) and Allaire Corp (ALLR 55 3/4 +3 1/8), it does not appear that the theme-based rally in recent, Internet-related initial public offerings is quite over, despite the move now being five trading sessions old. As Briefing.com discussed in a recent Story Stock, the month leading up to earnings season has historically been a hot period for Internet stocks. Move is sparked by anticipation of blow out bottom-line results from Yahoo!, expectations of robust top-line growth from Amazon.com and speculation that the recent highflyers will announce stock splits. By Briefing.com