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

To: steve harmon - analyst who wrote (4050)	2/2/2000 10:05:00 PM
From: Labrador	Read Replies (1) \| Respond to of 4337

Steve, waiting for you to raise that softbank target! unless, of course, you rate it a sell.

To: steve harmon - analyst who wrote (4050)	2/2/2000 10:41:00 PM
From: Frost Byte	Respond to of 4337

STEVE - ISLD is about to go on their roadshow with Goldman and Merrill Lynch - both firms do not currently cover the stock from a research standpoint and you can be sure they will soon...can ISLD/Sandpiper compete with an AKAMAI?? If they can tell their story on the road, there is a HUGE valuation gap between the two...what do you think of ISLD now that it has Sandpiper?

To: steve harmon - analyst who wrote (4050)	2/3/2000 10:46:00 AM
From: Marty Lee	Respond to of 4337

Hello Steve.. Between you and George Gilder, I'm going to stick with G.G. No offense. In 1998, the top 10 Internet stocks Steve Harmon selected as worth watching ended the year up 312 percent! Can Steve Harmon repeat this feat for a 2nd straight year? One of the companies George has an interest in was up 1657% for me. :) The company is in the business of providing the multi-channel distribution of digital content and hardware micro-chip machinery based encryption for security and privacy for e-commerce. Wish me luck! Your friend, Marty

To: steve harmon - analyst who wrote (4050)	2/6/2000 11:37:00 AM
From: Lizzie Tudor	Respond to of 4337

Steve, do you have an opinion on webmethods webm ipo this week? Assuming you like the stock, what would be an acceptable valuation would you say? Broadvision, vignette and everybody are around 10billion now. Thanks.

To: steve harmon - analyst who wrote (4050)	2/9/2000 12:56:00 PM
From: michel petit	Read Replies (1) \| Respond to of 4337

More B2G news: biz.yahoo.com

To: steve harmon - analyst who wrote (4050)	2/10/2000 4:56:00 PM
From: simonsez10	Read Replies (2) \| Respond to of 4337

I'm curious as to your updated opinion on SCOC? Are you still high on it? Rumor has it they will be releasing an update of Tarantella at the end of February, but the stock price has lagged in the high teens. I've got a big options position on it, (the July 20s are only 5!) so I'm curious as to your thoughts on it.

To: steve harmon - analyst who wrote (4050)	2/11/2000 2:33:00 PM
From: michel petit	Read Replies (1) \| Respond to of 4337

How do you like the B2G sector? biz.yahoo.com This B2G stock will have annual sales >$600M for this fiscal year.

To: steve harmon - analyst who wrote (4050)	2/11/2000 10:56:00 PM
From: mja	Respond to of 4337

Steve, Your thoughts on BYND would surely be appreciated. Is it a steal at its current level. It was one of your high flying 98 picks that for various reasons has fallen on hard times. Thanks for your time in advance.

To: steve harmon - analyst who wrote (4050)	2/16/2000 2:05:00 AM
From: Xenogenetic	Respond to of 4337

Steve, your thoughts on Global Light Telecom (AMEX:GBT). Believe it or not, but GBT seems to be emerging as a telecom incubator. GBT owns stakes in the following companies: netrue.com - IP telephony equipment. hgptelecom.com - which, in turn, owns a stake in Vine Telecom (intends to be a pan-European CLEC with a focus on relatively uncrowded 2nd tier markets, Vitacom Corp (http://www.vitacom.com), and North American Gateway (http://www.nag.ca/index2.htm), DataMax, Cyberlight, and Axxon Telecom. bestel.com - fiber network in Mexico. The only other telecom incubator that I have ever heard of was BCE, the old Bell Canada (which of coarse spun off some company called Nortel). Is GBT another great backdoor play like BCE, RSAS, UCOMA, OMC, were back in the day? As always, I appreciate your time and look forward to your hearing your opinion. -Adam

To: steve harmon - analyst who wrote (4050)	2/16/2000 6:07:00 AM
From: swisstrader	Read Replies (1) \| Respond to of 4337

Steve...you still here?...thoughts on ALIF?...neat product, great concept, nice client list.