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To: PDL who wrote (8206)	5/13/1999 2:14:00 PM
From: Jenne	Read Replies (1) \| Respond to of 19700

Thanks PDL.. its a strange day for the nets.. Cramer had an interesting article: Booing Lou for Unsportsmanlike Conduct By James J. Cramer 5/13/99 1:53 PM ET Lou, say it isn't so? Every old-line hardware company loves to say that it does more business on the Net than Net companies do business. But did you, Mr. IBM (IBM:NYSE), have to point fingers? Did you have to knock everybody on the Net now? That was unsportsmanlike. Fifteen yards. A major. We Net entrepreneurs don't need to be told that we haven't done diddly compared to you and those people in your ads sitting around waiting for the meeting to begin or yelling to each other and high-fiving in the desert. Or Dr. Seuss with the Socks, what the heck is that about? What gives? The DOT ain't doin' squat 'cause of Gerstner's speech glorifying IBM's Net role and denigrating everybody else. We have heard this speech from Sun (SUNW:Nasdaq). And we have heard it from Cisco (CSCO:Nasdaq). And we have heard it from Oracle (ORCL:Nasdaq). And we have heard it from Dell (DELL:Nasdaq). But not once did any of those guys put the knock on those of us who went into this Net business when, unlike you, it wasn't that fashionable. They praised us, not buried us. They didn't view this as a giant zero-sum game. They didn't have to bash the pioneers, who will ultimately be your customers. Sorry, Lou, in my eyes, you are no longer sweet. I am not Louing -- I am BOOING. Had to rant. And to sell my IBM. Back to work.