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To: steve harmon - analyst who wrote (2257)	7/19/1999 10:09:00 AM
From: John F Beule	Read Replies (1) \| Respond to of 4337

Steve, what's your feelings about the music delivery space? Primarily RNWK and LQID? Thanks in advance. John Beule

To: steve harmon - analyst who wrote (2257)	7/19/1999 2:42:00 PM
From: JakeStraw	Respond to of 4337

GBIX - any thoughts?

To: steve harmon - analyst who wrote (2257)	7/20/1999 1:32:00 AM
From: Ave Joe	Respond to of 4337

Steve- Your opinion on Efficient Networks (EFNT). Their role/position in the DSL marketplace. How do you rate them as a company? Many Thanks Ave. Joe

To: steve harmon - analyst who wrote (2257)	7/20/1999 10:38:00 AM
From: Enam Luf	Read Replies (1) \| Respond to of 4337

hmmm... a sell-off after 1Q EPS, but no recovery during 2Q, then another sell-off after 2Q EPS? ... AAAhhhhh the pitfalls of profitability...

To: steve harmon - analyst who wrote (2257)	7/20/1999 10:01:00 PM
From: LABMAN	Respond to of 4337

cybersurf... news.. CALLNET makes investment July 20, 1999 Call-Net invests in Cybersurf Corp. CALGARY (CP) -- Call-Net Enterprises Inc. is investing $12 million into Calgary software company Cybersurf Corp., hoping to speed up development of the company's specialized Internet services across Canada. Call-Net, parent of long-distance company Sprint Canada, will inject $12 million cash -- of which $7 million will be used by Cybersurf to pay for Call-Net wholesale telecom network services. In return, Call-Net will get more than 1.7 million Cybersurf shares, plus warrants to buy a further seven million shares at $5 each over the next three years. Call-Net will also become the national supplier of network services to Cybersurf and will appoint two members to Cybersurf's board. "Our partnership will ensure that Cybersurf expands its leadership position in the advertiser-supported Internet access market in Canada," said Juri Koor, Call-Net's chief executive. "This investment allows our company to take a further step in implementing its own Internet strategy. We will be leveraging Canada's largest IP network with this country's most exciting Internet innovator." Call-Net said Cybersurf has opened a new market segment trough its 3web Internet portal, which the company claims offers users a powerful and secure portal to anywhere on the World Wide Web, as well as e-mail and e-commerce. Traditional portals provide advertising via banner ads on Web pages, making it easy to click the ad away. However, 3web's portal operates independently of any Web browser and can never be hidden or disabled, the company said. "It is because of this feature that advertisers on 3web can be guaranteed exact impressions and can target specific demographic profiles." Paul Mercia, Cybersurf's president and chief executive, said his company has successfuly used its key product in Calgary and Edmonton, showing the strong potential of expanding advertiser-supported Internet access Canada. "Call-Net's financial and operational support will play key roles in spearheading the successful rollout of the 3web Network on a national basis," Mercia said. Koor added: "We see this partnership as a two-way street. Beyond the financial and business support we bring to Cybersurf, we believe there is also an opportunity to bring Cybersurf's web design, web hosting, firewall and e-commerce capabilities to Sprint Canada's small and medium-sized customer base and lead the industry in e-commerce enablement in this segment." Call-Net shares rose 10 cents to $9.05 on the Toronto stock market Tuesday. Do you have an opinion about one of our stories? Know someone who might be interested in this page? Just type in the email address to send them the URL Enter a destination email address: Enter your email address: TOP STORIES COLUMNS BEST PIX FEATURES LIFE C-HEALTH SPACE POLITICS NEWSGROUPS TECH NEWS SPECIALS HEY MARTHA TICKERS: CANADA \| THE WEST \| ONTARIO/QUEBEC \| ATLANTIC \| WORLD BIZ TICKERS: CANADIAN PRESS \| REUTERS CNEWS SEARCH lm

To: steve harmon - analyst who wrote (2257)	7/20/1999 10:21:00 PM
From: PhantomTrader	Read Replies (2) \| Respond to of 4337

STEVE - GNET is in the top 10 on mediametrix. Can you share your thoughts with us on GNET. How Dr. Oren Etzioni may benefit GNET as Chief Technology Officer. How broadband will affect GNET. GNET's growth potential and opportunities in ecommerce. Your overall thoughts on GNET as an investment. Thanks, PT

To: steve harmon - analyst who wrote (2257)	7/20/1999 11:28:00 PM
From: LABMAN	Read Replies (1) \| Respond to of 4337

steve, what is your opinion of MICRON buying an ISP PROVIDER, when do you expect DELL,GATEWAY and others to make their play and who are the likely candidates apart from MINDSPRING AND EARTHLINK Home - Yahoo! - Help Yahoo! Calendar - get your free web-based calendar [ Business \| US Market \| By Industry \| IPO \| AP \| S&P \| International \| PRNews \| BizWire \| CCN ] Tuesday July 20, 10:37 pm Eastern Time Computer maker Micron buying Internet service firm SEATTLE, July 20 (Reuters) - Computer maker Micron Electronics Inc. (Nasdaq:MUEI - news) said on Tuesday said it plans to buy an Internet service provider as part of its accelerating shift in what the company's top executive called its ''e strategy.'' Micron Electronics said it signed a letter of intent to buy Micron Internet Services from its parent company, Micron Technology Inc. (NYSE:MU - news), for book value, which was not disclosed. The deal should close within a few days pending approval of both boards, Micron Electronics Chairman and Chief Executive Officer Joel Kocher said. Micron has been among the most aggressive of the major computer makers offering so-called ''free'' computers for the price of a multiyear commitment to buy Internet services. Earlier this month, the Nampa, Idaho-based direct seller became the first manufacturer to announce plans to buy a Web hosting service, indicating its intention to focus on business customers. ''We're seeing a huge secular shift toward an e-services-driven profit model,'' Kocher said in an interview. ''Frankly the computer industry has matured to a point where people shouldn't find this shocking,'' he said. ''What's shocking to people is the rapidity with which this is happening.'' Kocher said the company would be making an aggressive effort to sign up small to medium-sized businesses for Web hosting and other Internet services and then cross-sell them Micron computers. He said some Web services carry gross margins as high as 80 percent, which could be a significant boost to profitability. ''What it all boils down to from my perspective is very simple -- gross margins,'' he said. More Quotes and News: Micron Electronics Inc (Nasdaq:MUEI - news) Micron Technology Inc (NYSE:MU - news) Related News Categories: US Market News Help Copyright © 1999 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. See our Important Disclaimers and Legal Information. Questions or Comments? LM

To: steve harmon - analyst who wrote (2257)	7/21/1999 1:34:00 PM
From: djane	Read Replies (1) \| Respond to of 4337

Steve, any thoughts on VOYN -- largest ISP in Midwest, dsl lines, buyout bonus, etc. Looks pretty good at $15 1/2 to me.