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To: steve harmon - analyst who wrote (2772)	9/20/1999 7:51:00 AM
From: MrGardener	Read Replies (2) of 4337

THX Steve, I think the Charter IPO should do well and I'm sure every GNET investor will buy on opening day. I probably will also but cautiously. My concern is what happened with AT&T & Excite / AtHome. I think that turned out to be a disaster for shareholders with the stock meltdown this year. Hopefully Paul Allen will execute the GNET and Charter integration much better. I'm also waiting on the Navisite IPO since they are backed by CMGI but I'm not sure anyone will catch EXDS. It looks like we'll have a lot of horses entering this race and I want to make sure my money winds up on the win / place / and show .... top 3. Good luck to you and thanks for the replies ! Gardener

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