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To: TFF who wrote (1165)	5/24/1999 10:06:00 AM
From: Kevin Shea	Respond to of 2802

Taf....I've bookmarked your thread and use the info provided as part of my overall decision making on INET investments ... Thank you for your efforts

To: TFF who wrote (1165)	5/24/1999 4:59:00 PM
From: TFF	Respond to of 2802

Short away.... 93 Internet companies are set to go public within the next couple of months, which analysts said will add an enormous amount of supply to a sector where demand has decreased.

To: TFF who wrote (1165)	6/4/1999 4:36:00 PM
From: TFF	Read Replies (1) \| Respond to of 2802

Cable Access For ISP's may signal turning point in market. Will need confirmation next week but looks good.

To: TFF who wrote (1165)	6/12/1999 10:38:00 AM
From: TFF	Read Replies (2) \| Respond to of 2802

State of the internet stocks: + large retracement from top + net infrastruture/acceptance taking shape + fortune 500's spining off net assets - IPO frenzy diluting spec $ out among many issues - flood of secondaries - biz plans push earnings priority further out - broadband rollout bogged down conclusions: The nets need to attract more spec $ to offset dilutive effect of IPO frenzy The nets need momentum to attract spec $. The nets need immediacy of earnings potential and or growth prospects to attract momentum The nets must rely on growth potential as earnings are not forecasted short term. Growth potential may lie is broadband rollout. Things that might change the landscape: - surprise growth of earnings from portals and or e commerce co's - broadband rollout ramp up