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To: steve stark who wrote (3370)	12/20/1999 2:42:00 AM
From: steve harmon - analyst	Read Replies (1) of 4337

egan - i think kana may be a better company in growth and solutions; cache flow (cflo) just went public, i want to see some quarterly results to support its high valuation...too many new ipos are trading at what i think looks like very frothy valuations..i am bullish about the net but not about every ipo, even though i like cache flow as a company it is not #1 in its sector

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