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

To: steve harmon - analyst who wrote (2294)	7/27/1999 12:07:00 PM
From: Brian Gross	Read Replies (2) \| Respond to of 4337

Steve, I haven't seen any commentary on the Egghead Onsale merger! With the prices they are trading at today, they are at about 1 times sales, and both deeply off their 52 week highs. Do we need further consolidation here, or do think they can be competitive in the market as is? Thank you, Brian

To: steve harmon - analyst who wrote (2294)	7/27/1999 1:53:00 PM
From: HairBall	Read Replies (1) \| Respond to of 4337

steve harmon -analyst: I saw a "I get paid for my stuff analyst" on CNN Moneyline a couple of nights ago and he proclaimed that the internet stocks are just changing hands from the daytraders to the investors with this latest overall decline in the "inet" stocks. What do you think? And if you had to narrow your ownership of "inets" to just three at this time, what would they be? Regards, LG

To: steve harmon - analyst who wrote (2294)	7/27/1999 4:19:00 PM
From: scrooge	Read Replies (1) \| Respond to of 4337

Steve, In your interview on CNBC chat on July 21 you said " I think hybrid TV/Web will be huge next year, and in terms of technology, broadband is the next big thing" Were you speaking specifically of TVontheWeb, a subsidiary (51% owned) of AXC or were you speaking of the idea of tv on the WWW? If not specifically, TVontheWeb, can you give me your thoughts on AXC as it emerges from being a storage company with a long lineage into a net player with TVontheWeb, INEXTV, AENTV, etc... Thanks Richard

To: steve harmon - analyst who wrote (2294)	7/27/1999 4:44:00 PM
From: SFJayhawk	Read Replies (2) \| Respond to of 4337

GE/NBC upping their stake in TSCN to 14% from 9.9%...Where do you see TSCN going from here? Paul Allen owns 13% and GE owning 14% makes this a very interesting play. On a Price to Revenues ratio, this stock is trading at a discount to other financial content providers. Also, this is one of the few internets making money. TSCN is going to start implementing their trading technology in the CNBC web site, as well as Globalnet's Financial site on Freeserve.com, this fall= good revenue producer. CNBC will also be launching their PR blitz pertaining to the new cnbc.com web site very soon. TSCN will be gaining approx. 25% of the revenues from this site. Thanks for your time and insight.