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 (2290)	7/27/1999 4:12:00 AM
From: IFLY_Trader	Read Replies (1) \| Respond to of 4337

Mr. Harmon, Before you commented regarding LPHL "specifically on leisureplanet, its primary business was to acquire south african companies...it's also located in bermuda ... i think this one's a little too far on the fringe at this point" Any change in your analysis now that LeisurePlanet.com (LPHL owns 81%) has announced to be the exclusive travel partner for InfoSpace US and their entire affiliate network (PR 7/7/99 - biz.yahoo.com, Yahoo Europe (France - fr.travel.yahoo.com , Germany - de.travel.yahoo.com), (PR 7/12/99 - biz.yahoo.com, and as previously announced Lycos Europe too. I think that shows that they have positioned themselves very well for the future (they expect over 40 million users from the InfoSpace alliance alone within the next 3 years), with alliances with 3 major portals, similar to the kind of branding that your other top 10 pick, PTVL has. Regarding location in Bermuda, News.com article points out "Bermuda strives to become global e-commerce haven - July 8, 1999, 2:30 p.m. PT news.com . Do you see some potential with this company with these new partnerships? Thank you in advance, and going to miss your reports on Yahoo.

To: steve harmon - analyst who wrote (2290)	7/27/1999 7:59:00 AM
From: John Carragher	Read Replies (2) \| Respond to of 4337

Tried to sign up but no response after entering email address.

To: steve harmon - analyst who wrote (2290)	7/27/1999 8:47:00 AM
From: Secret_Agent_Man	Read Replies (1) \| Respond to of 4337

signed, sealed and delivered C4T...EOM

To: steve harmon - analyst who wrote (2290)	7/27/1999 3:05:00 PM
From: Big Dog	Read Replies (2) \| Respond to of 4337

Thanks Steve: I just signed up.

To: steve harmon - analyst who wrote (2290)	7/30/1999 2:28:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 4337

Steve: I would be interested in your input about why NETP is at a 52-week low. Here is a link to Wit Capital's latest comments -- made after Net Perception's recent quarterly release... witcapital.com They have re-iterated their BUY rating and raised their estimates....BBRS and H & Q have also made very bullish comments recently. Yet, even though NETP has been executing, the firm has been selling off (in a more dramatic way than some of the other internet high flyers). I realize that NETP is a new issue and its still mis-understood. Yet, IMO it is a VERY important e-commerce infrastructure play. It is interesting that the company added 26 new clients in the most recent quarter (including Lycos). NETP is one of the most under-covered, under-hyped and under-appreciated net stocks. This is just my feeling. Of course NETP might be perceived quite differently if Paul Allen announced that he was going to take a very large, strategic position in the company <G>....He could easily do this since he has VERY DEEP pockets and a real interest in pioneering the next generation of successful e-commerce firms (Mercata.com is good example of this). I would really appreciate your current thoughts on Net Perceptions. Best Regards, Scott