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To: steve harmon - analyst who wrote (2824)	9/27/1999 10:30:00 AM
From: Mark Oliver	Respond to of 4337

Steve, I'm not sure how they make money, but surely Mapquest seems to have a very interesting niche play. I don't know how easily another rival can enter the market, but at the moment MQST seems to be a pure play. So, what's wrong with this story? Is their cost for maintaining maps too high? Are people waiting for mobile platforms (auto PC's or wired cell phones) to start using maps? Like all these companies, they are more than 50% off their highs. What could make them recover? Regards, Mark

To: steve harmon - analyst who wrote (2824)	9/27/1999 7:22:00 PM
From: Eric Geleynse	Respond to of 4337

Any thoughts on TFSM... They seem undervalued relative to DCLK and have some great equity positions in CHINA and other companies that will IPO soon.

To: steve harmon - analyst who wrote (2824)	9/28/1999 9:27:00 AM
From: SKARLOEY	Read Replies (2) \| Respond to of 4337

steve- someone asked you your op about ETEL, never saw an answer, have you had a chance to look at this one yet? i think it has great potential in the new voIP sector, 19 billion dollar market in the near future, seems to me that even if they get 10% of that number, they're stock will soar from where they're at now. hooking up with IXC and relationship with PSIX, and Nortel connection, seems to be a plus, and the patents they hold can't hurt them either, like to hear your view when you have time...

To: steve harmon - analyst who wrote (2824)	9/28/1999 9:31:00 PM
From: Kelvin Taylor	Read Replies (2) \| Respond to of 4337

Steve, comments on ITXC?

To: steve harmon - analyst who wrote (2824)	9/30/1999 9:30:00 AM
From: art slott	Read Replies (1) \| Respond to of 4337

Steve looks like the Street will have to reevaluate soon. internetstocknews.com "Internet Ready Appliances - Not Just Phones Anymore Wednesday, September 29, 1999 7:57 PM "...Another company active in interactive television is Actv, Inc. (IATV), who recently signed deals with FOX (FOX) Sports and Viacom's (VIA) Showtime channel. Actv offers a front-end solution, namely branded software, set top box and cable hookup. Unlike widely used WebTV, the interactive TV enabled by firms like LBRT and IATV go beyond simple Internet access by providing interactivity within the programs that are broadcast through them. In October, TV Guide Interactive will begin targeted advertising on its programming guide portal to 2.3 million digital subscribers and joint venture partner Liberty Media will offer Individualized TV enhanced pay-per-view national events, to a test segment of its 4 million digital subscriber base. Since last fall, IATV has seen its stock rise from 2 to a high of 20 in April. Now settled comfortably at 13, IATV has been given a buy recommendation from Small Caps Online. One reason for this is IAVT's small market cap compared with LBRT ($490 million vs. $1.0 billion), whose business plan, analysts claim, suggests comparable revenues and earnings." Money Talk: What is your opinion of ACTV's chances of catching up with the likes of WINK, WGAT etc. Since others have actually rolled out there products to the consumer, it appears to me that ACTV is behind the "power curve". ACTV {IATV} teamed up with Showtime for HyperTV (combines TV and Web) with a target of debuting the service Q4 this year. Once (if) that happens and gets market acceptance, then I think Wall Street will reevaluate ACTV's prospects. For now at about $500 million market cap, I believe it's fully valued until a service starts to gain users. cnbc.com.