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Strategies & Market Trends The New Economy and its Winners

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To: Glenn D. Rudolph who wrote (1644)	9/24/2000 4:32:08 PM
From: Mark Fowler	of 57684

Glenn I'm going to sell my Icge and roll it into PPro, then i'm going to fire my broker.

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To: Bill Harmond who wrote (1646)	9/24/2000 5:06:26 PM
From: Glenn D. Rudolph	of 57684

I would. How many B2B's are making new highs this soon? Ariba is. I am not arguing the point. My concern is Ariba's current market cap. In either case, I will exit most of VERT. Maybe buy more AMSC come to mind or CPST and a little ARBA too.

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To: Bill Harmond who wrote (1645)	9/24/2000 5:08:41 PM
From: Glenn D. Rudolph	of 57684

Since there is a bit of time for discussion, VIGN has been really weak. Is that due to lock-up expiry? If I did receive an answer to this, I have forgotten. I could be getting old;-) I am trying to get rid of my losers to free capital for winners.

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To: Lizzie Tudor who wrote (1647)	9/24/2000 5:20:58 PM
From: Glenn D. Rudolph	of 57684

Liz, Thank you. You also convinced me to sign up as a member of i2i<G>

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To: Mark Fowler who wrote (1648)	9/24/2000 5:22:00 PM
From: Glenn D. Rudolph	of 57684

Glenn I'm going to sell my Icge and roll it into PPro, then i'm going to fire my broker. Any elaboration on the broker?

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To: Glenn D. Rudolph who wrote (1649)	9/24/2000 10:43:06 PM
From: Bill Harmond	of 57684

I'd go with Ariba. I think Ariba will surpass Oracle in market cap one day. They've taken it, IMO, just like we knew Yahoo had taken the portal business by 1997.

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To: Glenn D. Rudolph who wrote (1650)	9/24/2000 10:48:21 PM
From: Bill Harmond	of 57684

I don't know. I'm hanging with BroadVision and Vignette. Business is supposedly strong. Interwoven is the performance star at the moment. I heard since they were the brains behind bringing Artg into the AA deal. I don't know the company, but I picked that up from someone I know at the conference.

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To: Glenn D. Rudolph who wrote (1652)	9/25/2000 6:46:07 AM
From: Mark Fowler	of 57684

Yes the way looks it was a mistake . You know what i think is going to be one hell of a company is Extreme networks take a good look at it.

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To: Lizzie Tudor who wrote (1633)	9/25/2000 9:27:00 AM
From: microhoogle!	of 57684

SAP is in right field but its management execution history has been sketchy.

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To: Mark Fowler who wrote (1655)	9/25/2000 10:19:29 AM
From: Glenn D. Rudolph	of 57684

In the meantime, I sold all but 100 share of VERT at a major loss and placed the proceeds into AMSC.

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