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To: steve harmon - analyst who wrote (3034)	11/3/1999 7:20:00 AM
From: d-fndr	Read Replies (1) \| Respond to of 4337

Hi, Steve, I read your piece on IVIL a couple weeks back; sounded like you thought it was undervalued then. In view of recent secondary, do you still think it has good potential as an investment? Thanks.

To: steve harmon - analyst who wrote (3034)	11/7/1999 6:41:00 PM
From: QuietWon	Respond to of 4337

Speaking of funds, FirstHand (Kev Landis) owns GBIX (Globix), among other holdings. Having visited GBIX's facilities and disspelling attempts via message postings on Yahoo to harm the company (eg. air conditioning dripping on the Earthweb server), I've also read articles by TheStreet.com talking about "owning" the network being a key to the future, citing the EBAY problem resulting from its network, Exodus-provided. GBIX "owns" its network, has I believe the greatest # of two-way peering arrangements (surpassed Above.net recently), and has higher revenues per $ market cap that Exodus. Do you feel Exodus is over, fairly, or underpriced? What are your thoughts on GBIX ?