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

To: steve harmon - analyst who wrote (2131)	7/9/1999 5:47:00 AM
From: Dominique Cleeren	Respond to of 4337

Steve, does CNET fit into this 7 essentials model ? Any clue about next week earnings 7/15 ? Thanks.

To: steve harmon - analyst who wrote (2131)	7/9/1999 8:45:00 AM
From: Robert Farish	Read Replies (1) \| Respond to of 4337

Steve, your thoughts on Prodigy Communications, thanks.

To: steve harmon - analyst who wrote (2131)	7/9/1999 9:44:00 AM
From: Enam Luf	Read Replies (2) \| Respond to of 4337

steve.... I am very troubled by some of your picks in the 7 essentials article today. EBAY - 17 billion market cap for acting as a MIDDLEMAN??? Sure sales growth looks great. But in truth, EBAY's sales consist of the commissions they make and NOT the entire transaction value. It is akin to saying that Etrade's actual sales consist of the total value of all the stock that traded hands during the period. STMP- Ok.... THIS is where I draw the line. Stamps.com: A company- just public, hardly ANY sales, an technology that has yet to be approved for commercial use... With serious potential fraud issues. A company that currently has a major patent lawsuit pending from Pitney Bowes ... All this and a billion dollar market cap... Now that is a good buy? C'mon .... you must be joking. I have issues with some of the others as well... but these are the most glaring. You seem to ignore the topic of financial analysis and valuation almost entirely ... and make quasi-rational arguements that sound catchy but don't hold up under real scrutiny. At least most "analysts" out there give some detailed rational for how exactly these lofty market caps will be fulfilled. What is sad is that if a large enough number of people see your article you might actually fan the flames of this overhyped market. -enam

To: steve harmon - analyst who wrote (2131)	7/9/1999 2:16:00 PM
From: Jaime Leiderman	Respond to of 4337

Steve, Do you think Asensio's war against NSOL is going to pound the company stock price more or do you think this releases gives investors more buying opportunities? How much info. do you think Mr. Asensio has on NSOL?

To: steve harmon - analyst who wrote (2131)	7/9/1999 9:34:00 PM
From: Secret_Agent_Man	Read Replies (1) \| Respond to of 4337

1 question Steve, can you tell me how backwebs bandwidth mgmt tools perhaps will affect changes in netdom and also who are their immediate competitors? techstocks.com see>>>>>Steve Harmon of The Internet Stock Report internetnews.com you wrote "Backweb (BWEB 26 1/4), which just went public, allows you to automate and distribute digital information and digital products, like software or videos throughout a corporate network. It is really a bandwidth manager." "The value hunter in me goes after; Inktomi (INKT 132 1/2), BackWeb (BWEB 26 1/4), InfoSpace.com (INSP 48) or XOOM.com..." (XMCM 52 1/2),

To: steve harmon - analyst who wrote (2131)	7/9/1999 9:46:00 PM
From: JeffA	Read Replies (1) \| Respond to of 4337

Steve Harmon Would you indulge a question for me? There has been over a year long battle about a small cap named IFLY. Have you heard of this company? If so, what do you think. If not, a simple no will do. TMex, Auric, Max90, Anthony, and a host of others have called this a scam company and short it all the time. I'm just curious if anybody in the mainstream has heard of this little guy. Thank you. -JeffA

To: steve harmon - analyst who wrote (2131)	7/10/1999 12:21:00 AM
From: michel petit	Respond to of 4337

Do you think LPGL has a good VC strategy?Ownership in NETG,NETP,RAMP and coming IPO's Packeteer and Continuus Software suggests that LPGL has an excellent expertise in internet-infrastructure investment.

To: steve harmon - analyst who wrote (2131)	7/10/1999 2:49:00 AM
From: ChairmanQ	Read Replies (1) \| Respond to of 4337

Steve, I'd like to know your thoughts on IDTC/NTOP. I don't know if you've been following the drama. I would love to hear your insights.

To: steve harmon - analyst who wrote (2131)	7/10/1999 11:33:00 AM
From: Dophano	Read Replies (1) \| Respond to of 4337

Steve -- Can you provide some more insights on stamps.com? Hard to balance current billion dollar cap vs high quality of investors/parters and potential of "postal market." Thanks, and enjoy the weekend. -- Dophano

To: steve harmon - analyst who wrote (2131)	7/10/1999 2:38:00 PM
From: Diana R	Respond to of 4337

Steve, SWCM (software.com) seems to have an impressive list of customers and a few top name shareholders. Have you looked at this company? Any thoughts on valuation or where it might be heading? Thanks, Diana

To: steve harmon - analyst who wrote (2131)	7/10/1999 2:52:00 PM
From: webstocker	Respond to of 4337

Steve, What is your read on BYND and CYBS?

To: steve harmon - analyst who wrote (2131)	7/10/1999 7:15:00 PM
From: astyanax	Read Replies (1) \| Respond to of 4337

Has anyone read Steve Harmon's new book(s)? On the SOFTBANK thread, someone mentioned "Steve Harmon's new book": "Does anyone here have access to Venture One? www.ventureone.com Steve Harmon's new book has private company valuations from Venture One in it and here would be a great source for looking at latest-round valuations for Softbank portfolio companies-even as a benchmark. Then applying some kind of estimate of ownership size by Softbank would it be possible to estimate the value of these private firms?" This surprised me because I heard a Harmon book was in the works but only in the pipeline and not out for a few months. So I checked Amazon.com, and find 2 books with his name on it: "Investing in Ipos" amazon.com That book is actually by Tom Taulli with a foreward by Harmon. I believe Tom Taulli used to the feature writer for SI but then was suddenly fired for some bizarre reason (he took a vacation to the beach without telling GNET??). I think he writes for iionline.com now. Now, here's the "BIG ONE" - Steve Harmon's book. Is it really out, has anyone read it and have thoughts??: "Zero Gravity : Riding Venture Capital from High-Tech Start-Up to Ipo" amazon.com Generally, when it comes to anything even mildly to related to Net stocks, I'm wary of the obsolescence of books. but I'm gonna check it out soon as it comes out... George Nichols, anxiously awaiting ISDEX Mutual Fund. The Internet Fund Fan Club netconductor.com

To: steve harmon - analyst who wrote (2131)	7/11/1999 12:19:00 PM
From: Boon	Respond to of 4337

Any views on BEAS? Seems to have a good business-to-business model. Execution appears to have improved. Any thoughts?

To: steve harmon - analyst who wrote (2131)	7/11/1999 6:22:00 PM
From: BP Turk	Read Replies (2) \| Respond to of 4337

Steve, what are your thoughts on IBM as an internet play? IBM's current P/E is only 38. If IBM is an internet play, then wouldn't this conclude that IBM is an undervalued internet company?

To: steve harmon - analyst who wrote (2131)	7/12/1999 4:59:00 PM
From: BILL L	Read Replies (1) \| Respond to of 4337

steve, why aol yhoo cmgi dclk all went down sharply while other tech held so well?