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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (20816)	8/27/1999 10:03:00 AM
From: Peter Blanchard	Respond to of 43080

EGRP oeversold IMHO got some @ 25 5/8

To: Susan Saline who wrote (20816)	8/30/1999 9:27:00 AM
From: AlienTech	Read Replies (2) \| Respond to of 43080

Patience is really a virtue when it comes to INIT. e-harmon.com's NetStock! by Steve Harmon ceo of e-harmon.com "for the internet investor" e-harmon.com ___________________________ "Steve, great report on WEBVAN. Any ideas with respect to IPO date? Secondly, having a hard time trying to figure out The Globe.com - TGLO. Are they not destined to follow the path of other "community" web sites such as XOOM.com and Geocities? Currently, it appears there is no interest in them." => reply: the entire community space was on my watch radar listing in january and all but theglobe.com (nasdaq:tglo) have been acquired or had serious offers, lycos and usa networks being a failed attempt. with the recent downswing in tglo's market cap i think a larger web portal could snatch them up just for the traffic and users alone. at $78 per unique user, however, tglo seems a bit frothy -- at $50 it could be much more attractive to a buyer. on webvan's ipo date, the actual day always depends on market conditions --- Y2-OK? "How and when the sale off will start ? your info on it ? Oct/Nov/Dec?" => reply: i think investors could start to have a y2k fear factor hit them in december, which coincides with the wait 'til the last minute holiday shoppers perhaps going to cash. if a real y2k event happens then that could of course change the game; those that sell of nothing more than fear may regret doing so come 1q2000 if the lights are on, flights are landing and the internet is now a must-have for every business person; y2k will separate the investors from those that follow media hype --- Asia AOLs In The Making? "Dear Steve Harmon, I'm a great fan of you, because your advices really helped me a lot to find my way through the IPO's. Still there are two stocks I can't remember you writing about in a long time, MYWB and PCNTF. What do you think of these stocks? Does one of these companies have the potential to become an Asian AOL?" -Sincerly Stefan (from Germany) => reply: i think pacific internet (nasdaq:pcntf) may have a good chance at expanding its presence in asia and looks attractive to me at $320 million market cap with strong revenue for the region, combined with having singapore heavyweight sembawang corporation a major equity holder. pacnet could rebound from its selloff, although not to the highs enjoyed earlier this year without a major news event for the firm-- pcntf hit $104.25 earlier this year and closed august 27 at $26.25 per share. china.com has run on a lot of expectation and at $980.2 million market cap may have most of that built in. aol owns a small piece of china.com as does sun and 24/7 media. i could foresee both pacnet and china.com being acquired by an isp and portal, respectively, within 24 to 36 months. both psinet and yahoo may make logical acquirers/hunters here. --- Inter The Dragon? "Steve, I've been watching Interliant (INIT), and given what I know of its fundamentals, it seems like a legitimate contender for a double or triple within the next 6 months. What do you think about the stock? Does it have realistic potential to compete with the big boys?" => reply: i think interliant, a web hosting and application service provider (asp) company, could find some running room based on its current valuation vs. its peers. a recent deal with network solutions to cross promote each other's services also could be a boon to interliant; the firm currently hosts 37,000 businesses; i believe the asp market holds a lot of promise and may very well be the future of software to businesses and corporations competition, yes, but interliant's second quarter revenue hit $10.6 million, vs. $845,000 for 2q98; revenue for six months ending june was $16.1 million. interliant is also aggressive with its acquisitions, although i view that as a plus and minus until those buys have been integrated and show results ******* if you enjoy this report please tell a friend or colleague, they can sign up FREE at e-harmon.com, and it may be republished for non-commercial purposes as long as it's 100% intact if you publish please email us with the url at publish@e-harmon.com ******* _________________________________________________ (c) 1999 e-harmon.com, inc. This analysis may be shared for non-commercial purposes 100 percent intact, with proper copyright and attribution. Disclaimer: e-harmon.com does not make specific trading recommendations or give individualized market advice. Information contained in e-harmon.com's NetStock! is provided as an information service only. e-harmon.com recommends that you get personal advice from an investment professional before buying or selling stocks or other securities. The securities markets and especially Internet stocks are highly speculative areas for investments and only you can determine what level of risk is appropriate for you. Also, users should be aware that e-harmon.com, its employees and affiliates may own securities that are the subject of reports, reviews or analysis in NetStock!. 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