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To: Mohan Marette who wrote (138828)	8/10/1999 3:51:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

~OT~ Mohan: Marry Meeker is one Influential Internet Analyst.... Today she pounds the table on EBAY..."Revenues are Under-estimated !!" Her very positive comments have caused a few folks to think about buying <G>. IMO, a few too many shorts got too greedy. At over $200 eBay was overvalued but at under $80 this stock was at a much different valuation. MS and others are buying today. It's amazing how Meeker's comments often trigger a reaction. BTW: I sure wish she would make some comments about how undervalued E-Loan currently is. I'm sure MS would like to do a secondary offering for this firm in the next 6 months <VBG>. Boy, those analysts sure play one heck of a game. Not a bad racket is it? Best Regards, Scott

To: Mohan Marette who wrote (138828)	8/11/1999 12:12:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

~OT~ FYI...Steve Harmon on the Net Sell-off and some stocks he likes... <<e-harmon.com's NetStock! by Steve Harmon ceo of e-harmon.com "for the internet investor" e-harmon.com ___________________________ 1999.08.10- Chernobyl. Any historians in the crowd can apply this one word to the Internet stock sector and it suddenly makes sense. The meltdown. The glowing aftermath. Translation for those of you who tossed out your Russian dictionary: what now for Internet stocks now that the correction has hammered them hard? Is this the bottom or a bottom? Having seen at least a dozen of these rollercoaster moments over the past 5 years with Internet stocks one method of evaluating the outlook centers on overall Internet industry growth. For example, if we look past the upswings and downswings in Internet stocks the one key driver has been consistent: Internet growth. That's usage both in the U.S. and increasingly more globally. Growth can be gauged by several things: 1) new users 2) venture investments 3) innovation 4) corporate adoption 5) IPO capital My estimates show there are at least another 25 million global Internet users than there were at the start of 1999. That new demand fuels new hardware, 1) New users- My estimates put another 30 million global Internet users on the map since the start of the year. That translates into access fees, hardware, bandwidth, eccommerce, software and solutions to keep up with the data flow demands. 2) Venture investments- The continued capital inflow into the Internet from venture capital is at record levels. 1998 was a record year for venture capital with about $11 billion pouring into technology ventures--and probably over half involved in an Internet or Internet-related investment. That seeds the future Internet industry as new firms tackle opportunity and add further layers of value to the entire Internet experience from consumer to corporation 3) Innovation- The part that most casual observers forget is that if it wasn't for the ability of the Internet to be dynamic, flexible, absorb new ways of doing communications and commerce then items 1 & 2 above wouldn't happen. Innovation drives capital and connectivity ahead. 4) IPO capital- More than 100 Internet companies have gone public in 1999, a record. The size and amount they've raised at IPO has gone from an average of $25 million to $30 million last year to $40 million to $50 million this year. If we do the math there that implies $4 billion to $5 billion in capital raised by Internet firms going public. Take that a step further and that means $4 billion to $5 billion of newly-raised capital that these firms have slated to be spent to grow their companies, push the industry ahead. I believe that could spell positive news for those market-leading new IPOs who now can buy, build and grow What it all means: while the stock market cools off from a sheer onslaught of Internet IPOs those firms already cashed up and pacing usage growth, market leaders in their segments, and those that are building out faster and faster services could be oversold at this point A few of the stocks I like in this vein: BackWeb, High Speed Access, Copper Mountain Networks, Xoom/Snap, Go2Net, MP3.com, F5, There's more. We'll cover them in a future report on broadband infrastructure and what it could mean. So while Wall Street simmers like the aftermath of a radioactive meltdown, the summer slowdown may continue, I expect we could see a pickup in early Fall into next year after a Y2K hiccup. In my view the most important thing to look at in a market meltdown is overall Internet industry growth - that's what I think drives value more than the Fed or mood swings. Maybe it's not Chernobyl after all but a release of some radioactive steam. (c) 1999 e-harmon.com, inc. This analysis may be shared for non-commercial purposes 100% intact, with proper copyright and attribution.>>

To: Mohan Marette who wrote (138828)	8/11/1999 6:44:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

'Nearly One in Three Internet Users Engage in E-Commerce'...FYI... Wednesday August 11, 6:24 am Eastern Time Company Press Release SOURCE: CBD Researching & Consulting <<NEW YORK, Aug. 11 /PRNewswire/ -- The floodgates of e-commerce are officially open, with nearly one out of every three (31 percent) Internet users making online purchases, according to a study conducted by CDB Research & Consulting Inc. While consumers are using e-commerce to order everything from laxatives to travel bargains, the most common purchases are inexpensive items such as books (33 percent), compact discs (26 percent), and small gifts (20 percent). However, the study found that consumers have come to accept purchasing certain ''big ticket'' items online. For example, one in five (21 percent) have bought airline tickets and 13 percent have bought computer hardware. ''When it comes to e-commerce, consumers clearly prefer well-defined items -- those with which they are already familiar,'' said Ann Middleman, vice president of CDB Research & Consulting. ''Online shoppers tend to stick to known quantities -- a John Grisham book is a John Grisham book and a ticket to Chicago is a ticket to Chicago.'' Convenience is clearly a driving factor for e-commerce. Thirty percent of online shoppers are attracted by the ability to shop at home while 25 percent cited the ability to shop at any time of day or night. Price was another factor, with nearly one out of five (18 percent) using the Internet to find the best prices. The study also revealed few differences between the way men and women use e-commerce. Both sexes are equally likely to shop online (35 percent of the online shoppers are women and 28 percent are men), and to be looking for ''the best prices'' (20 percent of women and 16 percent of men). However, women tend to be looking for convenience, while men are looking for hard-to-find items -- like that left-handed, turbo-charged widget they heard about somewhere but could not find in any store. These shoppers' price consciousness is reflected in the finding that more than half of them (52 percent) spent less than $100 in the past month. However, women spent more than men (47 percent of the women versus 23 percent of the men spent at least $100), and they tend to buy a wider variety of items, especially airline tickets, gifts, and tickets to entertainment events. CDB Research & Consulting Inc. is a research and communications strategy consulting firm specializing in health, technology, financial services, and consumer goods, with a focus on marketing, product development, corporate communications, and corporate brand identity. CDB Research & Consulting Inc. is located at 350 Hudson St., New York, NY 10014. Phone: 212367-6844. Fax: 212-367-6985. CDB Research & Consulting Inc. is on the World Wide Web at cdbresearch.com, with the e-mail address of amiddleman@cdbresearch.com. SOURCE: CBD Researching & Consulting>>