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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Sosmartinov who wrote (60237)9/9/1999 9:26:00 AM
From: Susan G  Read Replies (1) of 120523
 
IIJI, AGIL, SSSW, STRM comments from Steve Harmon

-harmon.com's
NetStock! by Steve Harmon
ceo of e-harmon.com
"for the internet investor"
e-harmon.com
___________________________

Some of the soundings from the boards:

"Hi Steve,

You were right on, again. With today's announcement by Digital Island
(ISLD), do you have an updated opinion on this stock. Thanks, Richard"

=> reply: isld - i always hunt for value and saw it early on with digital
island; i think isld may have more room based on the underlying business it
already has lined up

the web hosting sector in general is hot but i wait for isld to gain at
least 1/3 of exds' value over time
---

The Four Musketeers Redux

"Steve:

IIJI

AGIL

SSSW

STRM"

=>reply: Less is more. How about this reply--
iiji - fully-valued after the recent run, with competition coming from
japan telecom and softbank

agile - at current valuation levels this one looks like it has promise to
me, the market it serves in business to business may be huge

sssw - silverstream's software packages are compelling but the stock for me
is not

strm - starmedia could very well be the yahoo of latin internet, i remain a
believer at this juncture
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