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To: Sonny Blue who wrote (55092)	5/4/1999 2:58:00 PM
From: Jan Crawley	Read Replies (2) \| Respond to of 164684

Did not buy at 146, Amzn @145 now, where is the support?

To: Sonny Blue who wrote (55092)	5/4/1999 3:36:00 PM
From: fedhead	Read Replies (1) \| Respond to of 164684

Beginning of a correction !! What have we been doing the past few weeks. I know my portfolio has given up a lot of gains since mid april. I was actually thinking of accumulating here. Anindo

To: Sonny Blue who wrote (55092)	5/4/1999 4:36:00 PM
From: Si_Detective	Respond to of 164684

Sonny, just see your reply, thanks. Bought 100 shares at 142 before went out for lunch, wish got your reply early so I won't buy it at the high. I actually agree with you that we might see a major correction, that's why I shorted NSOL yesterday and still holding that short positions. Today, I were so tempted by the action on PCLN. My other IC stocks are doing fine, POWI making all time high and 27% jump in SNDK. The one you mentioned before, MCHP is making a move too.

To: Sonny Blue who wrote (55092)	5/4/1999 8:26:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Special to CNET News.com May 4, 1999, 8:35 a.m. PT NEW YORK--Buried amid the hype of the Goldman Sachs initial public offering are a batch of what some analysts are calling "quality Internet" offerings because of leadership in their respective areas. "There are a number of companies with offerings [this week] that are not making money but make up for it in other ways such as novel technology or strong brand name, which are two valuable things for an Internet company," said Paul Bard, an analyst at Renaissance's IPO Fund. Flycast Communications, Media Metrix, and MapQuest.com have strong brand recognition and are dominant players in their fields, analysts said. Web advertising network Flycast is expected to offer 3 million shares through lead underwriter BT Alex. Brown in an increased price range of $21 to $23. The San Francisco-based company brings advertisers and Web sites together to fill unsold ad space. Its main competitor is Adauction.com, but analysts said Flycast is the leader in the space. The company sells some of the 75 percent of unsold ad space on the Internet at lower rates, mostly to clients who want direct market response versus brand recognition, which means its clients do not care as much where the ad is placed. Such direct marketing will account for about 65 percent of total Web advertising in 2002, according to Forrester Research. Analysts expect it to have a strong reception, but for the longer term they said the company may have to adapt, because the direct response space may lose its importance down the line. Media Metrix also is expected to see strong interest, especially because it has dominated the all-important area of Web tracking. Although Nielsen Media Research's NetRatings is making an aggressive push, especially as of late, to give Media Metrix some competition, analysts said Media Metrix has the larger market share and the brand recognition needed for an Internet company going public. The New York-based firm will offer 3 million shares in a range of $12 to $14 through lead underwriter Donaldson Lufkin & Jenrette. Both Nielsen and Media Metrix are fighting to create the much-needed Internet standard for audience measurement, which is used by publishers and ad buyers. Media Metrix uses a sample of more than 40,000 individuals at home and work for its measurements. "What is needed in the space is one standard, which means that one or the other [Media Metrix or Nielsen] has to go away or be bought," said Marissa Gluck, an analyst at Jupiter Communications. She said Media Metrix is winning the war because it has a larger market share. MapQuest.com is another offering expected to be hot. The online map and directions provider, which also has few competitors, plans to offer 4.6 million shares in an increased range of $12 to $14 through lead underwriter BancBoston. The company supplies its products to every major portal and has widespread distribution on the Web, analysts said. The industry has a high barrier to entry, Bard said, noting that MapQuest.com has had a business offline for some time.