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To: Bill Harmond who wrote (95426)	3/2/2000 5:42:00 PM
From: Sonny Blue	Read Replies (1) \| Respond to of 164684

WH, What do think about this? Is this why all the portal-related stocks getting hurt? Do their business models no longer work? thestreet.com PS: Bought HOMS at the close today. Keep an eye on HLTH, I use it at work. I use ARBA as well. Good stuff.

To: Bill Harmond who wrote (95426)	3/2/2000 7:49:00 PM
From: Wizard	Read Replies (2) \| Respond to of 164684

re Naveen Jain of Infospace, Jain is quite a character. I've been long INSP since last August and love the INSP story but Naveen is a windbag. His comments re PHCM remind me of when he said Yahoo was going out of business (at some conference last year). The guy is politically incorrect and even he laughs most of the time at the crazy stuff he is saying. He is very opinionated and driven and this is what has made INSP a success but most of the stuff he says is just because he loves the sound of his own voice and carries this Microsoft-alum 'I know all' attitude around with him wherever he goes. Its hard not to like the guy though because he often says stuff that is so absurd that you just have to laugh. Take anything Jain says with a grain of salt - his prediction record is spotty - at best.

To: Bill Harmond who wrote (95426)	3/2/2000 9:20:00 PM
From: Libbyt	Read Replies (1) \| Respond to of 164684

William, With the remarks made by INSP about PHCM....isn't this "typical" of some of the speakers at these conferences? It seems all of the various companies are trying to "sell" their company and their concept of their worth compared to others involved in the same area. Maybe as someone mentioned, the other companies tend to be more "politically correct" and careful of their public criticisms of other companies. Attending the Montgomery Technology Conference was a "first" for me....so I'm not as familiar as others about how these conferences are held. I did find it interesting that in a "breakout" session for one company, they repeatedly criticized CMRC and kept saying "if I were an investor I would be worried about owning CMRC". The "breakout" sessions as I understand them to be, are "off the record" sessions....so at least to make such comments off the record where they wouldn't be quoted would seem to make more sense. To publicly make statements like the ones mentioned I would think might lead to a phone call from the attorney representing the company "trashed"! Libbyt