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To: steve harmon - analyst who wrote (2726)	9/13/1999 8:02:00 AM
From: proud dad	Read Replies (1) \| Respond to of 4337

UNFY looks much better than AGIL.Look at valuation comparison.

To: steve harmon - analyst who wrote (2726)	9/13/1999 8:58:00 AM
From: Norm Demers	Respond to of 4337

SDTI changes name to RSAS. Releases KEON 5 . Earnings rising sharply. "In a briefing related to the name change, marketing vice president Scott Schnell said that the company's revenue has been rising sharply and at the year's end it will be at the $200 million annual sales level. In its most recent quarter ended June 30, sales were $51.8 million." biz.yahoo.com

To: steve harmon - analyst who wrote (2726)	9/13/1999 9:59:00 PM
From: Frost Byte	Respond to of 4337

ISLD - $70 price target? Steve, Exodus has a valuation of almost $7 billion....if ISLD was worth 1/3 of Exodus, that would imply a share price of $70 for ISLD...is this what you are predicting? What catalysts do you think are needed to get ISLD there? It seems ISLD really isn't that well recognized among institutions...why did Lehman and Bear underwrite the IPO and not a firm like Goldman or Morgan Stanley?

To: steve harmon - analyst who wrote (2726)	9/14/1999 12:38:00 PM
From: Mark S.	Read Replies (1) \| Respond to of 4337

Steve: your thoughts on AOL and MSPG? I think you had responded recently. with lows as they are, your position changed? Also, TSCM has made some rumbles recently. Any thoughts? I personally think there on to something. Finally, I read an interesting article this morning in IBD on MSTR. Opinion?

To: steve harmon - analyst who wrote (2726)	9/14/1999 1:08:00 PM
From: nick stalin	Read Replies (1) \| Respond to of 4337

Steve... Your thoughts please on three stocks that are WAY off their historical highs: TUTS USIX MLTX Can't wait for your book to hit the shelves. Nick

To: steve harmon - analyst who wrote (2726)	9/15/1999 2:37:00 AM
From: Xenogenetic	Respond to of 4337

Mr. Harmon, I realize that my question may not involve a "pure" internet company, but I have run out of Rolaids and therefore cannot invest in those pure net plays at this moment. :-) That being said, I was wondering what your opinions were on the network security sector. Do you see this sector as potentially attractive for investors? In particular, how about CHKP and NETA? Thanks for your time and insight. -Adam

To: steve harmon - analyst who wrote (2726)	9/15/1999 7:09:00 PM
From: WWS	Respond to of 4337

Steve, There was an announcement today of a web-enabled time keeping and wages package from tiny ADSN. I'd sure appreciate hearing any comments you might have about their niche and their competitors. Bill. Message 11259695