Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: steve harmon - analyst who wrote (2192)	7/14/1999 4:00:00 AM
From: momojoe	Read Replies (1) \| Respond to of 4337

I'm puzzled about NPLS: They IPO'd on June 29, and on July 7 Goldman Sachs and DLJ come out with buy recommendations -- What happened to the quiet period ?? Thanks for clearing up my confusion....

To: steve harmon - analyst who wrote (2192)	7/14/1999 8:40:00 AM
From: Secret_Agent_Man	Respond to of 4337

Thanks, Steve, yes, the "polite" use of idle bandwidth or "dark fiber" is key to their success... again thanks Byron

To: steve harmon - analyst who wrote (2192)	7/14/1999 10:18:00 PM
From: KHS	Read Replies (1) \| Respond to of 4337

Mr. Harmon, please call CEO of DynamicWeb (DWEB) and hear him out. I like how internet enables traditional applications. o EDI o email o Information dissemination o Customer service etc Thank you.

To: steve harmon - analyst who wrote (2192)	7/15/1999 7:41:00 AM
From: astyanax	Respond to of 4337

ISDEX fund launching, but without Steve Harmon?.... "First Internet Index Fund Should Launch This Month" smartmoney.com Steve, if you have any thoughts on this, shout them out... George Nichols The Internet Fund Fan Club netconductor.com

To: steve harmon - analyst who wrote (2192)	7/15/1999 3:39:00 PM
From: Frost Byte	Read Replies (1) \| Respond to of 4337

ISLD - Digital Island...Steve, these guys compete with Exodus, and I know many customers just plain hate Exodus....do you see upside to Digital Island shares? I know research coverage will be initiated on ISLD quite soon..... Thanks, FB

To: steve harmon - analyst who wrote (2192)	7/16/1999 5:38:00 PM
From: American Spirit	Respond to of 4337

Steve, don't you think DCTI is a great buy here with excellent potential growth and earnings?

To: steve harmon - analyst who wrote (2192)	7/17/1999 10:45:00 AM
From: DwcOkla	Read Replies (2) \| Respond to of 4337

Steve, My favorite stock is LPGL, London Pacific... It used to be an Insurance Company, but has recently migrated into a Venture Capital firm thru it's subsidiary, Berkeley Capital. It now owns 2.6 million shares of NETP, 1.6 million NETG and RAMP, has two IPOs scheduled for the last week in July (Packeteer and Continuous Software), and has another 10 to 12 Companies in the IPO pipeline.... P/E is 14, with $1.87 per share in real earnings, and it even pays a DIVIDEND ($.93 last year)... We estimate that the Company will report earnings of $5 to $10 dollars per share at Half Year End June 30, 1999.. (Earnings are due out at the end of August) and upwards of $10 to $20 per share for 1999). I believe this stock is not only a significant VALUE play (Dividends and EPS), but is a way to get into the INTERNET with a minimum of risk... Steve, have you heard anything good or bad about this stock, and (I've already bet part of the farm on this stock) should I bet the rest of the farm on it??? Would appreciate your opinion. Thanks in advance. DWC