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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: steve harmon - analyst who wrote (1881)6/14/1999 9:46:00 AM
From: James  Respond to of 4337
 
Hi Steve,

I'd be interested to read your analysis on MapQuest.Com.

To me, although not a true internet play, this is a great long term story at a reasonable valuation.

I find your insight most valuable. Thanks in advance.

Regards,

James



To: steve harmon - analyst who wrote (1881)6/14/1999 12:18:00 PM
From: Bruce Byall  Respond to of 4337
 
Would like your opinion of QWST please ?



To: steve harmon - analyst who wrote (1881)6/14/1999 7:35:00 PM
From: Jaime Leiderman  Read Replies (1) | Respond to of 4337
 
Steve, Is there a market for companies like estamp and stamps.com?
They are becoming Pitney Bowes online competition on the e-postal solutions sector.

Best Regards

JL



To: steve harmon - analyst who wrote (1881)6/15/1999 12:34:00 AM
From: BP Turk  Respond to of 4337
 
Steve, your thoughts Psinet for the long and short term. What do you think is fair value?



To: steve harmon - analyst who wrote (1881)6/16/1999 12:52:00 PM
From: nick stalin  Read Replies (1) | Respond to of 4337
 
Steve...

Your analysis on ISSX and the Internet Security Market as a whole (ENTU, CHKPF, VRSN, SDTI etc...)

Thanks.



To: steve harmon - analyst who wrote (1881)6/16/1999 5:31:00 PM
From: ALTERN8  Read Replies (1) | Respond to of 4337
 
Steve,

a little run down on PSIX please.

Thanks Much.



To: steve harmon - analyst who wrote (1881)6/16/1999 6:10:00 PM
From: Redhook  Read Replies (3) | Respond to of 4337
 
Steve, I have a request.
Can you have someone add a column to track the days volume for each component of the ISDEX on YAHOO? It would be very helpful. Does anybody else agree?



To: steve harmon - analyst who wrote (1881)6/17/1999 12:40:00 PM
From: fiberman  Read Replies (1) | Respond to of 4337
 
Your opinion about DRIV, both short term & long term??? Thanks in advance.



To: steve harmon - analyst who wrote (1881)6/18/1999 2:51:00 PM
From: StormRider  Read Replies (2) | Respond to of 4337
 
Goto.com (GOTO) - your opinions please? Thanks.



To: steve harmon - analyst who wrote (1881)6/19/1999 1:04:00 AM
From: ChinuSFO  Read Replies (2) | Respond to of 4337
 
Steve, GOTO.com IPO'ed today and was the best performing of the six Internet IPOs for today. Do you think that this is going to be another "me to" Internet search company. And would you not think that with its stock price being so low, it would be a prime buy target instead of companies such as Lycos?



To: steve harmon - analyst who wrote (1881)6/19/1999 1:34:00 PM
From: mogo  Read Replies (1) | Respond to of 4337
 
'Net stocks in general................Would you buy now? Or wait & see the obvious Fed move to raise rates at the end of the month & then buy?



To: steve harmon - analyst who wrote (1881)6/21/1999 12:31:00 PM
From: $Mogul  Read Replies (1) | Respond to of 4337
 
ARBA and JNPR your take please. I think these two might be the hottest IPO's of the year, comments?

$Mogul



To: steve harmon - analyst who wrote (1881)6/21/1999 8:07:00 PM
From: Millionairess  Read Replies (1) | Respond to of 4337
 
STEVE (CPTH) with 1/4 billion to deploy, what's is your take on CRITICAL PATH as a leader?

highest regards



To: steve harmon - analyst who wrote (1881)6/21/1999 11:22:00 PM
From: Witold  Read Replies (1) | Respond to of 4337
 
WAVX 100,000,000 English pound worth European IPO news (please note that WAVX is not OTC BB any more, this is their mistake). Also, this seems like a news leak to me because it is described as "unsourced" report by Times:
****************************
Monday June 21, 8:31 pm Eastern Time
Internet Tech to open French offshoot-FT
LONDON, June 22 (Reuters) - Internet Technology Group (quote from Yahoo! UK & Ireland: ITH.L), Britain's largest independent Internet service provider, is starting a subsidiary in France, the Financial Times said on Tuesday.

A Paris office would open in September, the paper quoted the company as saying.

The move to France was part of ITG's strategy to create a highspeed network linking Europe's main business centres, finance director Richard Brocksom was quoted as saying.

The Times newspaper reported that ITG was planning to float its joint venture with U.S. group Wave Systems (OTC BB:WAVX - news) within the next few months.

The GlobalWave joint venture, likely to be listed in Britain, could be valued at more than 100 million pounds, the Times said in its unsourced report.

ITG said on Monday the real growth in the Internet market had yet to come.