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

To: steve harmon - analyst who wrote (2553)	8/23/1999 11:14:00 PM
From: TST	Read Replies (1) \| Respond to of 4337

Steve: I noticed that @Home was tops on your list of internet stock selections in January. Since @Home has had the living hell pounded out of it I'm wondering if you think @Home is having a fire sale or is simply on fire & burning up. I'm seriously thinking of buying this stock & would be most grateful for your thoughts re: @Home. Today, Rob. Stepen. reiterated a buy or strong buy as the case may be, with a 12 month price target of $ 100.00. Nonetheless, I would feel a whole lot better knowing your take & would be most grateful for your considered input on this company. Most respectfully....

To: steve harmon - analyst who wrote (2553)	8/25/1999 1:23:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 4337

Steve: I would be interested in your current thoughts on Net Perceptions and why it continues to be so undervalued -- it's trading significantly below the price where it hit the public market ($23/share). Here is something interesting that I just picked up in a Hambrecht and Quist report that was released on 8/16/99.... They felt Engage was trading at quite a rich multiple and issued a Buy rating in what seemed like quite a cautionary way. Here is a comparison that caught my attention: <<Engage is trading at 34 * projected CY00 Revenues NETP is trading at 14 * projected CY00 Revenues......Net Perceptions is the leading supplier of personalized, suggestive selling software.>> Hmmmm.....from H & Q's report it would seem that NETP may be undervalued with a capital "U" <VBG>. Oh well, I guess NETP will soon demonstrate to investors that they are worth more OR they could be bought out. Thanks in advance for your input. Best Regards, Scott