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

To: steve harmon - analyst who wrote (4181)	3/27/2000 3:43:00 AM
From: JT	Respond to of 4337

Do you think Redback (RBAK) has more upside potential?

To: steve harmon - analyst who wrote (4181)	3/27/2000 8:56:00 AM
From: tech fool	Respond to of 4337

Steve, What are your views on GBIX? Seems like a combo of EXDS and RNWK...

To: steve harmon - analyst who wrote (4181)	3/27/2000 5:36:00 PM
From: BrooklynDave	Respond to of 4337

Welcome back Steve, Your comments on Tibco (TIBX-Nasdaq) Thanx, Dave

To: steve harmon - analyst who wrote (4181)	3/28/2000 1:26:00 PM
From: PJD	Respond to of 4337

Steve -- When you talked with the VERT management team about their business model and future plans and also the specific issues that you raise how did they respond ? I am long VERT and see the opportunity for them having much more potential than you do and not in direct competition w/ CMRC or ARBA. They're going after different markets. Thx

To: steve harmon - analyst who wrote (4181)	3/28/2000 9:14:00 PM
From: Mr. Park	Respond to of 4337

04:13pm EST 28-Mar-00 Insider Research Wire (SPECIAL DERIVATIVE ALERT! VERT INSIDERS ENTER INTO FORWARD SALE CONTRACTS VerticalNet is a high flier by anyone's standards. Though under pressure lately, the issue remains up more than 700% from its opening day close 12 months ago. With such lofty valuations, it is not surprising to see company insiders taking profits. What is unusual, however, is the lengths to which insiders have gone to protect their investments. In February, company founders, SVP Michael McNulty and SVP & Director Michael Hagan entered into forward sale contracts for 225,000 shares and 106,500 shares, respectively. By entering into these contracts, insiders effectively forgo future appreciation on their stock in exchange for a fixed sale price. In effect, they are selling a portion of the appreciation on the stock without having to handover the shares until the contract expires. Insiders using derivative activity to protect against loss typically involves insiders selling call options, with the proceeds used to purchase put options covering a like amount of stock. In such cases, the insider caps any gain at the call strike price while insuring against any loss below the put strike price. In the case of the forward sale contract, the shares are effectively sold at the time of the contract, therefore, no corresponding put was needed to be purchased. The call options are European style, meaning that the contract will not expire until '03. To be fair, the recent forward contracts do not represent an abnormally large portion of either executives holdings. However, that Hagan and McNulty are willing to cap their gains in the long-term may not bode well for the stock's prospects for appreciation. While Hagan and McNulty have placed their bets, six other insiders have sold stock. Notable are President, CEO Mark Walsh, CFO Gene Godick and SVP, Sales & Marketing Barry Wynkoop, selling 194,600 shares, selling 15,000 shares and 14,769 shares, respectively. In themselves, the sales would not raise many eyebrows, but given the accompanying derivative activity by the company founders, VerticalNet may bear watching. VerticalNet, Inc. owns and operates 55 industry-specific Web sites designed as online business-to-business communities, known as vertical trade communities.

To: steve harmon - analyst who wrote (4181)	3/29/2000 7:38:00 PM
From: Glenn Petersen	Respond to of 4337

Any thoughts on the online storage industry? I would think that this niche is ready to explode. StorageNetworks and Driveway have filed S-1s and their other significant competitors are probably not far behind. Given the cost of building a storage infrastructure, there are some significant barriers to entry in this niche. Thanks in advance.

To: steve harmon - analyst who wrote (4181)	3/30/2000 1:02:00 PM
From: Xenogenetic	Respond to of 4337

Steve, your thoughts on the recent insurer/ORCL+IBM coalition versus HLTH: March 30, 2000 02:08 Health insurers to form Internet venture - NYT NEW YORK, March 30 (Reuters) - Six of the largest health insurers are developing their own online project to make it easier for patients to enroll in health plans and choose doctors, blocking Internet health care companies from moving into their territory in cyberspace, the New York Times said Thursday. The consortium, whose members are Aetna U.S. Healthcare , Cigna Corp., WellPoint Health Networks Inc. , Oxford Health Plans Inc. , Foundation Health Systems Inc. and PacifiCare Health Systems Inc. have been in talks with IBM and Oracle Corp. and several smaller technologies companies to develop the project, the Times said. The initiative, tentatively called MedUnite, will help patients choose not only doctors but hospitals and would replace paperwork and telephone calls, the Times said. The companies are expected to formally announce the project within the next 60 days, the Times said. MedUnite will pit the insurers against Healtheon/WebMD Corp. , the biggest Internet health care company. Before the companies develop the venture, they were to become Healtheon's biggest customers, the Times said. ___________________________________________ Who do you think is in a better position to prevail?

To: steve harmon - analyst who wrote (4181)	4/7/2000 2:50:00 PM
From: Smear_campaign	Respond to of 4337

Steve, NETP has dropped like a rock in a shallow pond despite recent agreements with ITWO, SBC and a forthcoming personalization summit. Excellent opportunity to pick up more no? What gives?

To: steve harmon - analyst who wrote (4181)	4/11/2000 10:35:00 PM
From: AlaskaBud	Read Replies (1) \| Respond to of 4337

Steve, Infrastructure Plays. It seems B2B came and went, followed by Net security, now it seems that infrastructure plays are the next buzz word plays for the Internet IMO. What are your picks for this segment? Also your thoughts on Tumbleweed (TMWD). Thanks, Bud Lacher

To: steve harmon - analyst who wrote (4181)	4/15/2000 11:34:00 AM
From: eDollar.com	Read Replies (1) \| Respond to of 4337

Steve, i follow you reccommendation. but as you know the market has taken a big beating and many of your stocks got clobbered. although i was quite comfortable with NETP a few weeks ago, it has been cut tp 1/5 of my buy price. also i read in Forbes that they are on the road to profit and will eventually not dependend on investor $ by floating multiple secondary to survive. Now there is a percepception where the etrailers dot coms and other dot coms like KOOP etc will close shop pretty soon. There will be cut in internet advertising. Do you think NETP will be adverly effected. I would rather sell then. If not please advise on the business model on how this cut in advertising will effect NETP. I just want an opinion with the (a) future of advertising when many dot coms close shop (b) How it will impact NETP

To: steve harmon - analyst who wrote (4181)	4/20/2000 11:21:00 AM
From: Cheeky Kid	Read Replies (1) \| Respond to of 4337

Remove from mailing list, is it possible?? I send a number of e-mails and a PM over the last few weeks asking to be removed from your e-mail list, with no results. Please advise. TIA

To: steve harmon - analyst who wrote (4181)	5/12/2000 1:03:00 PM
From: CookiePuss	Respond to of 4337

Harmon, stop spamming my mail box with news about your Internet Fund. One email is enough.

To: steve harmon - analyst who wrote (4181)	5/23/2000 11:46:00 PM
From: levy	Read Replies (1) \| Respond to of 4337

Steve, people are beginning to wonder if you are ever going to post here again. In fact, few have even bothered to ask you any questions about stocks. Most, I guess, like me are a bit surprised with the severity of the selloff and I guess still a bit shell shocked. Thus it would seem most are not ready to step in and buy so why bother asking questions. This tells me of course that must mean this is the perfect time to buy. So Harmon, I know your more a stock picker kind of guy than predictor of market trends but still lets get you back here on the thread for your opinion on where you think the market is headed and what individual issues might be the best potential gainers?