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


To: steve harmon - analyst who wrote (69)2/13/1999 6:38:00 AM
From: B. A. Marlow  Read Replies (1) | Respond to of 4337
 
Follow-up on your RNWK comments, Steve.

Great board.

BAM

Message 7808810



To: steve harmon - analyst who wrote (69)2/13/1999 3:06:00 PM
From: Don Pueblo  Read Replies (1) | Respond to of 4337
 
Steve, a couple of questions:

1. Who do you see in encryption technology that can really move into the 21st century? The only stock I am familiar with is SDTI, which I like, but I am a long way from understanding the market on this technology.

2. If usage based tariffs come to pass, and I believe they will, what is the future for companies such as NetRadio? I think they will be toast with no butter. (I understand that usage based tariffs are not a done deal.)

3. Who do you like in voice telephony, and why?

Thanks very much, I enjoy your insights. cOUSIN SHORTY sends his regards, as well.

TLC



To: steve harmon - analyst who wrote (69)2/13/1999 8:24:00 PM
From: Luis Sanchez  Respond to of 4337
 
Hi Steve

Interesting comments on realnetworks. I'd also be interested in your comments on egghead. They recently came out with earnings that wall street didn't care for, and the stock tanked. I decided to hold though because I felt there were some good things within the report. Number of hits, and customers were up. Online revenue was up compared to previous quarters online revenue number - although increase wasn't that great. Egghead.com also made a list of the top 10 largest increase in visitors recently.

I'm just trying to decide if I should stay the course or jump ship to something like omkt or bks

Thanks for your comments.

Luis

PS Thanks for all the work you've done on the Internet Stock report. I always look forward to reading it!



To: steve harmon - analyst who wrote (69)2/14/1999 8:11:00 PM
From: The Perfect Hedge  Respond to of 4337
 
Steve-

Great thread and thanks for sharing so generously.

Do you have any thoughts on BLLS?They have a letter of intent with CKFR and supoosedly are in serious talks with a few utility co's.Management is top notch.What am I missing here?

Subject 24705

TIA...

B*