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

To: steve harmon - analyst who wrote (4020)	1/28/2000 10:22:00 AM
From: Cheeky Kid	Respond to of 4337

Good stuff, thanks!

To: steve harmon - analyst who wrote (4020)	1/28/2000 3:02:00 PM
From: Web2	Read Replies (2) \| Respond to of 4337

Mr. Harmon, I think its great that you post in this forum. You seem to be the first "legitimate" analyst to take advantage of this new form of communication.... In response to a question on HSAC you made the following statement: "hsac - i think dsl has ecclipsed cable internet for now...cable internet horizon looks farther away...i still like cable internet but dsl may be shorter term (2 years)" I live in Chicago. I just got hooked up to Cable Internet through AT&T and I find the service to be well worth the $40.00 a month fee. I guess DSL will be better for business as they have many lines, but I am not sure. With AT&T getting in on the cable market don't you think it may just do well sooner than we might anticipate. Thanks, WEB2 PS. I own NPLS also(a DSL play) what do you think of it?

To: steve harmon - analyst who wrote (4020)	1/29/2000 3:19:00 PM
From: stockman_scott	Respond to of 4337

B2B is 'the place to be' <G>....FYI... <<Saturday January 29, 12:59 pm Eastern Time DAVOS - B-to-B is the place to be By Marcel Michelson DAVOS, Switzerland, Jan 29 (Reuters) - Business-to-business commerce on the Internet is all the rage at the World Economic Forum's annual meeting, where high-powered executives say the best is yet to come. ''In a few years the e will fall out of e-commerce and go back to its role as the fifth letter in the alphabet,'' one business professor told an off-the-record presentation to business and political leaders on Saturday. By this he meant commerce on the Internet will be commonplace, with a bright future ahead for hybrid companies -- traditional companies such as banks that embrace the Net as another channel. ''Somewhere in the next 10 years, all the increase in GDP will come from electronic commerce,'' one analyst said. A chief executive of a large U.S. computer company said the automotive industry was a key example of a traditional industry where Internet technologies could lead to many improvements and cost savings. ''In the car industry there are still a lot of inventories because there is an information deficiency. In general, the size of your inventories is inversely related to the quality of your information,'' he said. Ford Motor Co (NYSE:F - news) recently reached an accord with Oracle Corp (NasdaqNM:ORCL - news) while General Motors Corp (NYSE:GM - news) and Shell linked up with Commerce One Inc (NasdaqNM:CMRC - news) to create automotive industry business-to-business electronic marketplaces. There are also specialised companies for B-to-B on the Internet such as i2i, Ariba Inc (NasdaqNM:ARBA - news) and Commerce One which create Internet platforms where buyers and sellers can meet. BEWARE OF THE VALUATIONS Another frequent point of Davos discussion is the value of Internet shares that make many industrialists jealous. But they received a dose of comfort from investment and central bankers. ''Dot coms can soon become dot gones,'' one central banker said. ''There have been 300 IPOs in Internet stocks since Netscape and their combined market value is $1.1 trillion. In the next year this may rise to 400 IPOs,'' said a U.S.-based analyst of Internet stocks at a leading brokerage firm. ''Most of these will fail,'' she added. She said that 90 percent of Internet stocks were overvalued while only 10 percent were undervalued. She advised investors to look at companies with a good business plan, good cash generation and customer ''stickiness,'' or loyalty. There was also a warning that prices of many Internet related shares are inflated by a shortage of shares -- institutional investors and so-called insiders usually own the vast majority of shares and not many are available for trading. ''You can have a volume of a million shares in some stock but in fact not a single share changed hands. What you see is that day traders have been clicking away, buying and selling the same share over and over again,'' an analyst said.>>