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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: steve harmon - analyst who wrote (3489)	12/24/1999 9:34:00 AM
From: blankmind	Respond to of 4337

For hidden internet, growth, value, & profit play all wrapped in one - please check out Translation Group's (THEO) 10K's on Edgar. The market cap is only $15 mill; revenues are $4 mill/qtr & growing; common is $5; please read on: - THEO is a hidden internet play "The Company also offers completely integrated website design, development and hosting services through its subsidiary, Planet Access Networks, Inc...." - More about Planet Access from the 3Q99 10Q: "Planet's business has continued to experience substantial growth, with revenues increasing in the Current Quarter. Planet recently received a multi-million dollar contract to develop the next-generation e-commerce product comparison site for brandwise, LLC. brandwise is a newly established e-commerce comparison shopping service founded by Hearst Corp., Whirlpool Corp. and The Boston Consulting Group. The first segment of this potentially large website went "live" on the internet on October 28, 1999." - stock hit $10 in '97; warrants hit $7.50 - warrants are exercisable @ $6; & expire on 7/2/2000 - THEO does a wide range of tranlation services; including high-tech research agreements with universities - Its reach is Global "... customers located in Japan, Europe and in the Americas, which include the dialects of Canadian French, Latin American Spanish, and Brazilian Portuguese . . ." - Customers include Fortune 100 companies: ". . .Hewlett-Packard Company, Creative Labs Inc., Bay Networks, INSO Corporation, Automatic Data Processing, Inc., Fisher-Rosemont Systems, Minitab Inc., Caterpillar Inc., Oracle Corporation and Xerox" - THEO is going to have rights to the "the Gedanken system and the BTR system" which take tranlation to the next level & will hopefully be patented - Lernout & Hauspie is one of THEO's principal competitors; and Mr. Morris, the new CEO, is from there - Since Mr. Morris took over as CEO, the stock has gone from about $3 to $5 on volume of under 100,000 shs per day - Lernout's (LHSP) market cap is close to $3 bill; & they're buying up other companies - Their auditors have given them a "Clean, Unqualified" opinion, which is the highest you can get - Low shares outstanding: only 2.8 mill, which gives a market cap of under $15 mill - Cash on hand of $1.4 mill - Almost no long term debt ($158,000) - They've recently turned profitable, earning $.05/share in 3Q99 - In summary, THEO is a potentially explosive hidden internet play; takeover target; value play; and all-round great company with increasing revenues that just turned profitable - Werbel-Roth, which I believe has since gone under, brought them public in '96 at $6/share, & their prospectus shows $.35/sh in profit in the latest quarter before coming public; now of course, after the acquisitions & the such, profit only $.05/sh in latest qtr

To: steve harmon - analyst who wrote (3489)	12/24/1999 9:51:00 AM
From: mike.com	Respond to of 4337

Steve, you made some great picks this year, no doubt, but look what's outperformed them all: techstocks.com And the year 2000 should be a great year for IATV as more digital boxes get put into the marketplace. Even the NASDAQ changed it's catch phrase from "the stock market for the next hundred years" to "the stock market for the digital age." HAPPY HOLIDAYS

To: steve harmon - analyst who wrote (3489)	12/24/1999 12:18:00 PM
From: Findit	Read Replies (1) \| Respond to of 4337

Steve I am considering getting you Pick 10 report. I have one question I hope you could answer before doing so. On many occasions top analysts make their picks and by the time one has a chance to bid on one, the pick is already up a significant amount. Could you provide some stats that show how much your picks were up using a start date of the 2nd business day after you made the pick(s). Example: you pick stock X on 1/2/00. It is at 10.00 on 12/31/99. At the end of the first business day (1/3/00) the stock is at 20.00 and ends the year at 22.00. Your report will show this stock up over 100% for the year, but for those getting in on the 2nd business day (when X price settles a little), the increase will be 10%. Thanks. Jim

To: steve harmon - analyst who wrote (3489)	12/26/1999 5:54:00 PM
From: vampire	Respond to of 4337

Why dont you answer Blue Horseshoe's allegations? I am neutral but he seems to make good points about you changing your picks. I assume you are just hoping he will go away if you ignore hime. Please respond

To: steve harmon - analyst who wrote (3489)	12/26/1999 6:35:00 PM
From: chirodoc	Read Replies (1) \| Respond to of 4337

BLUESNOWSHOE AND OTHER NAYSAYERS......... why don't you guys stop your pissing contest with steve harmon. these are informal chats and there is no need for you guys to sound like the politburo or secret service--trying to catch every mistake steve makes. we all forget things from time to time, especially during informal chats. this a chat session for god sakes, not a scientific paper being presented to the american academy of sciences. thank god, SI lets us ignore you guys--you have all just been ignored by me (and hopefully others). curtis