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To: Sig who wrote (120050)	4/22/1999 1:47:00 PM
From: stockman_scott	Respond to of 176388

Sig: You could make worse decisions...I think Kemble is more diversified than you are <GG> ...I currently have close to 1/3 of my total holdings in DELL. CMGI and AWRE are also large positions for me now. My farm team of internut stocks consists of MCNS, MSGI and XNET. So far things seem to be recovering OK and the ONLY stock I will keep on margin is DELL (my undiscovered internet stock).!! Best Regards, Scott

To: Sig who wrote (120050)	4/22/1999 2:27:00 PM
From: Mohan Marette	Respond to of 176388

'Net is shaking up the U.S Business'-Merrill Lynch (Oh really?That is a revelation) Sig: Merrill should know,these guys are missing the boat so far I hear. =================================== (Online News, 04/21/99 11:46 AM) Merrill Lynch: 'Net Is Shaking Up U.S. Business By Tom Diederich Electronic commerce, while still in its infancy, is changing the face of business across 15 industries from advertising to telecommunications services, according to a study released yesterday by Merrill Lynch & Co. in New York. The 150-page study, titled "E-commerce: Virtually Here," examines the nature of these "revolutionary" changes, which it said could increase outsourcing, encourage divestiture of corporate business and motivate companies in non-Internet industries to reengineer themselves for the online world. Companies whose business activities are centered around information -- such as banking, brokerage and publishing -- have already been "profoundly affected" by electronic commerce, the study found. Other industries, such as freight-forwarding and insurance, are in the process of redefining themselves, it added. The real estate sector, for example, can expect to feel the influence of electronic commerce to grow as the Internet cannibalizes other retail sales -- reducing in some cases the underlying value of brick-and-mortar retail real estate. "We view the growth of the Internet and e-commerce as a global megatrend, along the lines of the printing press, the telephone, the computer and electricity," Merrill Lynch analyst Henry Blodget said in the report. "We believe it will affect dozens of industry sectors in the world economy over the next decade." Online selling, like other areas of information technology, is contributing to the overall economic health of the U.S., the report said. "This includes the gradual disappearance of inflation, strong productivity gains and continued growth in employment." While the Internet enables companies to overcome some foreign-market barriers, such as expensive store rents in London or the need for extra security in Moscow, the study said this flurry of international online commerce may eventually attract more attention from tax and customs officials here and abroad. Nevertheless, Merrill Lynch analysts warned that whatever happens, "the need for capital spending won't disappear." They concluded: "Real life has boundaries, even if the Net doesn't."