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To: steve harmon - analyst who wrote (2475)	8/23/1999 12:33:00 PM
From: Big Dog	Read Replies (2) of 4337

Dear Steve: I have to admit being somewhat perplexed as to the market's reception to TURF. Here we have a company who timed the IPO well and now has $81 million to work with in creating the top Generation Y portal on the net. TURF has the best brokerages in the business supporting the company. TURF has one of the most popular online destinations with www.gURL according to Media Metrix. TURF is well on its way to develop a strong "brand recognition" with its marketing arrangement with AOL. And TURF is making good, strong strategic acquisitions (e.g., OnTap.com) to accomplish its business strategy. The result: Squat. On the otherhand, ALOY does next to nothing (at least, it hasn't made its moves public), and a small brokerage firm says "Strong Buy" and the stock jumps 20%+. As Scrooge so eloquently stated in "A Christmas Carol": "I'll retire to Bedlam!"

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