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To: steve harmon - analyst who wrote (3076)11/8/1999 6:03:00 PM
From: BRea  Respond to of 4337
 
Steve, have you looked into JCDA?

They have been on the move the last week and this week the QP ends.

It seems they have a lot of involvement with IBM systems (based on a "Jacada" search of the IBM web site) and JAVA to enable these older system to be used for the internet. On their web site they list a number of clients in the auto and insurance industries.

They are using SABB as a case study on their web site. Could this possibly be a foot in the door with GM since GM owns SABB?

Your thoughts would be greatly appreciated.

BRea



To: steve harmon - analyst who wrote (3076)11/8/1999 6:31:00 PM
From: mike machi  Respond to of 4337
 
Steve: What do you see for WFII in the near future?

Thanks in advance..

Mike



To: steve harmon - analyst who wrote (3076)11/8/1999 10:02:00 PM
From: NasdaqStud  Respond to of 4337
 
Steve - Could you provide some of your wisdom on Circle.Com (CIRC). This company was a recent spinoff from SNC on the NYSE. The Company has a market cap of approximately 390 mil and a revenue run rate, according to street sources, of nearly 70 mil for calendar 2000. The recently reported Q3 shows accelerating revenue growth of 146% to 10.5 mil from 4. Every other stock in this space trades at a HUGE premium to CIRC. Is this a pound the table buy? the STUD!!



To: steve harmon - analyst who wrote (3076)11/10/1999 1:57:00 AM
From: Puck  Respond to of 4337
 
Any thoughts on FreeMarkets, whose IPO is supposedly imminent?



To: steve harmon - analyst who wrote (3076)11/12/1999 12:28:00 PM
From: HEMIGUY  Read Replies (1) | Respond to of 4337
 
Eagerly awaiting your top 10 list of 2000. When will we be able to see it? I for one will be buying all those the day it comes out.