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To: steve harmon - analyst who wrote (4048)	2/3/2000 8:09:00 PM
From: michel petit	Respond to of 4337

What do you think of GTSI? Seems to be an interesting B2G company. Sales for first 9 months ~$468M. Insider buying. Company repurchasing shares. EPS $0.30 last quarter. Trades just above book value. Red Hat Linux sales to federal gov. Recent contract of $140M with Air Force.

To: steve harmon - analyst who wrote (4048)	2/3/2000 9:11:00 PM
From: Sam Citron	Respond to of 4337

icge may have a difficult time incenting new personnel to join since the stock has run so high I don't follow your logic. As long as the stock has upside potential, options will be attractive to new employees. High priced stock has never hurt Cisco's ability to recruit top people. Why should it hurt ICGE? Sam

To: steve harmon - analyst who wrote (4048)	2/17/2000 6:55:00 AM
From: Top Jim	Read Replies (1) \| Respond to of 4337

Steve, you talk about ICGE & CMGI & VC as a great business model, if only they had a CMRC or ARBA. What is your opinion of WCAP? They got in 2 rounds with CMRC, netting 550K shares at $2.53 avg. Plus 9 other public holdings, INSP, ROWE, BLSW, WGAT, HEAR, ESTM, COOL, IBUY, & JWEB. Announcing new investments every 30-60 days in companies such as Aeneid, Etang, Screaming Media, Pseudo Programs, etc. To top is all off, they just announced eps of $19 for the past quarter. Stock is trading in the mid 30's. Does this sound like a good company & a good investment? Thanks, Chris

To: steve harmon - analyst who wrote (4048)	2/18/2000 6:08:00 PM
From: BrooklynDave	Read Replies (1) \| Respond to of 4337

Steve, are you among us here at the thread that bears your name? Would very much be interested in your thoughts and opinions on the recent IPO of eMerge Interactive (EMRG) the b2b online marketplace for the cattle industry. Also, if time permits, a previous request by albertmassachi on ITRU (InterTrust) the Digital Rights Management company and others in the DRM field would be appreciated by us here that value your opinion. Thanks and Happy Presidents Day, Dave