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To: steve harmon - analyst who wrote (3894)	1/11/2000 9:12:00 AM
From: Nanda	Respond to of 4337

Steve, thanks for your response. I like your comment about EGAN that it may hold some value for "agressive high-risk investor". Same was true for when I made killing in CMRC,PPRO,INSP, and so on. All the high fliers fall in that category. The gap between the valuation of KANA and EGAN is amazing while the revenue difference is not as big. It will be interesting to see how Quintus quarterly results will be. I am always looking for value plays with eye on "affordable risk"......EGAN is my current play. Steve I follow your comments with great interest. Good investing to all!!!

To: steve harmon - analyst who wrote (3894)	1/11/2000 1:41:00 PM
From: Ron	Respond to of 4337

AOL/TWX media perspective: CNBC is working hard to drive the AOL stock price down because that could mess up the Time Warner deal. NBC hates this deal, as well as DIS and CBS/ Viacom. Look for tankage touting from CNBC. The reverse happened when IVIL IPO came out. They were waxing ecstatic about this "hot womens web"IPO. Turns out NBC was a major investor in IVIL. Overall, this strikes me as extremely bullish for AOL/TWX. It will be a very formidable media company. The Wall Street Journal hates the deal too. And Disney/ABC and CBS-Viacom would love to see it crash in flames. All the more reason to be optimistic about an AOL/TWX media company. Just my experienced opinion, fyi.