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

To: steve harmon - analyst who wrote (37)	2/12/1999 5:21:00 AM
From: PetroLou	Read Replies (1) \| Respond to of 4337

Hi Steve Could you compare DCLK to MMPT and 24/7; does DCLK have technology that the others don't, i.e. DART. Would you also share your thoughts on DCLK's future. Thanks Lou

To: steve harmon - analyst who wrote (37)	2/12/1999 8:15:00 AM
From: Shtirlitz	Read Replies (1) \| Respond to of 4337

Steve, You have IDTC on your index. Their stock has underperformed the rest of the sector during the past year, however the company seems to be doing extremely well. What is your current opinion on it?

To: steve harmon - analyst who wrote (37)	2/12/1999 11:36:00 AM
From: Rae	Respond to of 4337

Could you discuss briefly your thoughts on CheckFree and internet bill payment?

To: steve harmon - analyst who wrote (37)	2/12/1999 12:29:00 PM
From: Randy Nuss	Read Replies (1) \| Respond to of 4337

Steve, if you like Broadcom because they are playing both sides of the broadband future with both cable and DSL, may I suggest CNXT (Conexant -formerly Rockwell Semiconductor)as another contender. Conexant already supplies 60% of the world's internet connections, including (soon) DSL, cable modem, and an extra one, wireless. The diminishing margins on analog modems have brought down their bottom line, but don't you think they hold a place in the next year or two?