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To: Glenn D. Rudolph who wrote (50235)	4/14/1999 1:08:00 PM
From: Greater Fool	Read Replies (1) \| Respond to of 164684

There is a net future and a large one but the valuations are way out of line. These will correct but my gut says they will never recover to these levels. I hope we have a 2 PM surge so I may exit with a profit. I also have AOL and they are overvalued too. For the sake of rationality I hope you are correct. From an available investment point of view, though, there is enormous upside to the net stocks, even to stocks in general. GF

To: Glenn D. Rudolph who wrote (50235)	4/14/1999 1:26:00 PM
From: HG	Read Replies (1) \| Respond to of 164684

You may be right - but value is what investors want to pay for it (cliche !) Nets may rebound tomorrow or the day after...although large caps may languish till expiration ! Yesterday and today was long overdue ! DELL ? :-) I may finally be able to get rid of my DELL shares if the stock closes over 40 on Friday - or the week thereafter ! Now if only someone could take away YHOO shares, life'd be much easier ! AOL & ATHM - keep it. I'm closely looking to enter with 2001 leaps on both and forgetting them ! NSOL - I always felt it would take some time. In comparasion CNET has done its time and based properly ! Missed QCOM and QWST by a fraction on Monday, but UNPH the dog did take off today at last ! I'm also loaded with MSFT at this point which doesn't seem to be going anywhere - maybe by Apr 20 ! Desperate for CMGI - the put strategy may yet work if it goes down to < 250 ! Its so slowwwwww ! I'm restless to sell or buy ! Need enormous self restraint !