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To: Jerry A. Laska who wrote (58164)5/24/1999 2:25:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 
Bought EXDS 75 1/8



To: Jerry A. Laska who wrote (58164)5/24/1999 4:11:00 PM
From: Lizzie Tudor  Respond to of 164684
 
Among the five new names in the Internet Fund's
top holdings are broadcast.com
(Nasdaq:BCST - news) , Lycos (Nasdaq:LCOS - news) , MarketWatch.com
(Nasdaq:MKTW - news) , About.com
(Nasdaq:BOUT - news) (formerly MiningCo.com) and Pacific Gateway
(Nasdaq:PGEX - news) . Jacob still holds both
AOL and Amazon.com in the Internet Fund.


Marketwatch and About.com I consider to be junk. Lycos is an also-ran at this point. I think its interesting this guy would pick these as risk/reward plays.



To: Jerry A. Laska who wrote (58164)5/24/1999 4:26:00 PM
From: Robert Rose  Read Replies (2) | Respond to of 164684
 
Jerry, interesting post. I hadn't seen the article. I must admit I am surprised by Ryan's picks and nonpicks, but he certainly has a great track record, so I must consider his current stand seriously. Thanks.