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To: steve harmon - analyst who wrote (2647)9/2/1999 4:49:00 PM
From: Still Rolling  Respond to of 4337
 
Steve,
Thanks a lot. Good luck with e-harmon.com! You've built a better brand than VUSA!
Regards,
Craig



To: steve harmon - analyst who wrote (2647)9/2/1999 7:22:00 PM
From: lazarre  Read Replies (1) | Respond to of 4337
 
INIT

If you've thought about it at all, have you any clue as to why INIT has lagged ( on a valuation basis )a little more than significantly,its peers ( i.e. EXDS, ABOV, and to some degree, VRIO )?

Notwithstanding the scuttlebut re: the strained relationship with ML, I would have thought the SoftBank connection would have neutralized that and the NSOL partnership trump it. Is it even worthwhile mentioning their Applications Hosting potential or are we still too much in the prologue part of the story fotr that?

tia

lazarre