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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (6137)	5/26/1999 8:44:00 AM
From: Jim B	Respond to of 108040

yes, GAAY and SGII should have big days.. VTPI and LAKO should also continue onwards... both consolidated yesterday... hopefully you all will keep each other informed on the level 2 readouts... see you all tonight or tomorrow to let you know how things go with wife surgery. jim

To: 2MAR$ who wrote (6137)	5/26/1999 8:48:00 AM
From: Kimberly Lee	Read Replies (3) \| Respond to of 108040

Just received report from MSCO. Mary Meeker states that DOT (Cramer's Internet index) has a downside target of 452 in the next few weeks, especially given the fact that there are 62 internet related IPOs in the pipeline with the consequence of supply far outpacing demands. The DOT is currently in the 550 area, so Meeker actually is saying that there is another 20% downside even for the blue chips in the net sector. Lauren Levitan and Keith Benjamin already predicted a few weeks ago about similar correction in the sector. Be careful, everyone.