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Technology Stocks : NETM: Whats the BEEF? -- Ignore unavailable to you. Want to Upgrade?

To: Ram Seetharaman who wrote (2507)	11/19/1999 12:43:00 PM
From: G. H.	Read Replies (1) \| Respond to of 2599

Ram, if NETM executes, which they have been as of late, then we have a winner here, possibly a big one. I have followed NETM since 95, their peak, and then the MSFT debacle with the TCP-IP stack destroyed their business model. However ZVI has held on and refocused the company for the E-business revolution which is just in it's infancy. You have to give him credit for hanging in there and keeping cash flow as strong as it has been. We turn profitable in 2000 and should turn around 200 million in revenue with the combination of WALL and SIMW. All things considered, the risk-reward is very favorable going forward and I am setting in the drivers seat with this one. Take care Henry