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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (3389)12/20/1999 7:34:00 PM
From: Prashant Buyyala  Read Replies (4) of 4337
 
Steve, sorry to seem to be contradicting you here, but
maybe you can clarify your statement... It says to very
clearly on the original post that started this Bulletin
Board...

"Listed below are Steve Harmon's top picks for 1999."

Broadcom BRCM Broadband chips
Community see list Traffic kings
ShopperConnection see list Whole worth more than parts?

The full description of your report can be found at
internetstockreport.com
where you clearly state why you believe in broadcom as one
of your picks. Then in the community section you describe
your pics to be Lycos, Geocities, Xoom, and theglobe.com.
In your Shopperconnection list you mention a whole slew of
stocks without making a specific pick...COOL,
CDNW,NTKI,HLWD,and even the down and out CYCH.

Your final list for 1999,
beta.siliconinvestor.com
looks a little suspect, because it seems like you picked out
individual stocks from the slew of companies you listed
above while ignoring others that you picked such as
Broadcom. Furthermore there is no mention about any of the
companies from your ShopperConnection category.

I really respect your analysis, and love your daily reports
so please clarify this confusion.

Thanks,
Prashant
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