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To: steve harmon - analyst who wrote (3419)	12/22/1999 12:09:00 AM
From: Glenn Petersen	Read Replies (1) \| Respond to of 4337

Congrats on calling JWEB's move in mid July. We do pay attention. Message 10527767 "I expect Juno to turn the switch on for free Internet access also since it's not difficult for Juno to do."

To: steve harmon - analyst who wrote (3419)	12/22/1999 12:52:00 AM
From: Goldbug Guru	Read Replies (1) \| Respond to of 4337

My TOP 10 list for year 2000 1)* INSP 2)* CORL 3)* FDRY 4)* QCOM 5)* CLNTF 6)* PHCM 7)* AMD 8)* RNWK 9)* Paul Allen (CHTR..HSAC..GNET..RCNC) 10)* Tobacco (MO or RJR)

To: steve harmon - analyst who wrote (3419)	12/22/1999 3:34:00 PM
From: ayahuasca	Respond to of 4337

thanks for your comments. What I just can't seem to understand is how stocks like QCOM, BVSN, CMRC, RHAT etc., seem to run and run and run with no end in sight. Market caps are getting to be unbelievable in these companies. There is no question they are leaders in their fields and that they stand to reap tremendous gains from their services and technology. But the same can be said for the DSL group. Yet these stocks dont seem to have anything like the legs of the others. I just dont understand this disconnect and being someone who has invested in DSL it is maddening. I imagine the tide will trun in January. When tax loss selling is over there should be a a greatere distribution of wealth to some of these companies that have been entirely left behind over the last couple of months.

To: steve harmon - analyst who wrote (3419)	12/22/1999 7:03:00 PM
From: SpongeBrain	Read Replies (2) \| Respond to of 4337

Yea, I also had noticed that DSL and OLB's have been dead during this terrifying NAZ rally. I may pick some up in each sector, hopefully there's less downside then up!

To: steve harmon - analyst who wrote (3419)	12/23/1999 1:05:00 AM
From: Norrin Radd	Read Replies (1) \| Respond to of 4337

Steve, Do you have an opinion on HCOM? I've been hearing some good things about them lately and their price/sales and price/book ratios seem quite low. They also have a stake in iDEFENSE. nFront, a competitor just got acquired at around 35 X revenue.....if HCOM had that valuation ratio, wow. I'd also be interested in your opinion of Mathsoft (MATH) and their FreeScholarships.com venture, if you'd care to comment.