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

To: steve harmon - analyst who wrote (68)	2/13/1999 7:23:00 AM
From: Dale Baker	Respond to of 4337

Steve, since you mentioned EXDS, how do you view VRIO? I am long VRIO since it looks similar to EXDS but sports a much smaller valuation. More revenues, lower market cap, lower P/S, etc. Do you see any important differences between the two?

To: steve harmon - analyst who wrote (68)	2/13/1999 8:19:00 AM
From: Shtirlitz	Read Replies (2) \| Respond to of 4337

Steve, What is your current opinion on IDTC ? Thanks.

To: steve harmon - analyst who wrote (68)	2/13/1999 8:32:00 PM
From: rbarsom	Read Replies (1) \| Respond to of 4337

steve where do you work and have you been following the INX the CBOE Internet stock index, I think the changing scope of the net and the net investor has change the way the market works, if you look, until some move's last week the ,INX has lead all the other index's including the spoos, my first thoughts were we were going even higher, but now it might be range bound which means 3-10% days in either direction. Also most of these stocks might be the next big thing so things well placed for a huge blowoff this summer........