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To: steve harmon - analyst who wrote (1738)	6/1/1999 8:20:00 PM
From: George Martin	Read Replies (2) of 4337

Steve - Thanks for monthly Hot Watch list received today. One question re: your dropping BYND from list and unfavorable comments on DRIV and BYND. I've thought of DRIV in a different category -- a "behind the scenes" ESD service for any retailer and not a direct competitor in that space. Agree completely with views in general on etailing and disintermediation, but didn't think that applied to DRIV business model the way it obviously does for BYND business model. Clarification would be very much appreciated. George Martin BTW, very interesting call / comments on StarMedia.....

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