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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Teri Garner who wrote (56256)	8/17/1999 11:43:00 PM
From: kendall harmon	Respond to of 120523

UTHR-detailed Bt alex brown comments Message 10990987

To: Teri Garner who wrote (56256)	8/18/1999 12:16:00 AM
From: Jenna	Read Replies (2) \| Respond to of 120523

HSAC..thanks I like Harmon's views and try to catch him whenever I have time..

To: Teri Garner who wrote (56256)	8/18/1999 12:27:00 AM
From: Lane Hall-Witt	Read Replies (2) \| Respond to of 120523

Funny that you mention Paul Allen. I was just coming online to recommend that everyone keep an eye on ZANY. I checked their Web site today, and they're now taking email addresses to send out a mailing when their e-commerce site comes live. Also, earnings are next Monday after the close. Vulcan Ventures (Allen) is its third largest shareholder with 10.5% ownership. This is about the only Allen stock that hasn't yet gone into orbit. For the more speculative minded, three companies that have interested me are also nearing the end of their IPO quiet periods: CMDX (Friday, if I'm counting the days correctly), LBRT (Monday), and QKKA (Monday). CMDX Underwriters: Morgan Stanley Dean Witter, BancBoston Robertson Stephens, Volpe Brown Whelan. Shareholders: Kleiner Perkins Caufield & Byers (9.6%); Warburg, Pincus Ventures (9.6%); CMG@Ventures (8.6%); VWR Scientific Products (8.0%). CMDX is a leading player in the very important business-to-business space for life-sciences companies: about a $9-10 billion market opportunity. I personally believe this is one of the great unexploited Internet opportunities -- a good company with top-notch backing that is right in the sweet spot of a tremendous vertical market space. LBRT Underwriters: Credit Suisse First Boston, Hambrecht & Quist, Charles Schwab. Shareholders: Oracle (48.3%), AOL (9.3%, obtained through Netscape acquisition); Lucent (2%); General Instrument (1.8%); Cox; Comcast; MediaOne. LBRT develops software to enable Internet delivery to non-PC devices (interactive TV, cell phones, etc.). The company is a product of Larry Ellison's vision of a thin-client world. QKKA Underwriters: Merrill Lynch, Lehman Brothers, BancBoston Robertson Stephens. Shareholders: Media Technology Ventures (11.2%); Intel (9.6%); MediaOne (9.2%); Hearst Communications; Comcast; Excite@Home; British Telecom. QKKA develops and delivers interactive sports programming. To date, they have focused largely on secondary sports -- but their breakthrough is a contract to do the interactive programming for NBC at the 2004 Olympics. Good luck, all. I've been wary about this market for the past few weeks (even have some money parked in gold stocks), but it sure seems to want to go up. It's been fun!