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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (2972)10/22/1999 7:35:00 AM
From: ArtAlley   of 4337
 
Steve: have you had a chance to look at KWIC(Kennedy-Wilson). They are coming
out with a new (eproperty.com) auction site. To the best of my knowledge this is an
internet first. It is up and running, with the first online auction ever scheduled in a couple
of weeks. I am wondering if this should be valued as an ecommerce play or as a real
estate play? Earnings are very good...but, if valued as an ecommerce play it seems
extremely undervalued at these levels. Thanks a lot.
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