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

To: steve harmon - analyst who wrote (221)	2/17/1999 7:00:00 AM
From: Bouf	Respond to of 4337

STEVE is SNKI the best secret on the web? I think so...can't understand why stock is so low!!

To: steve harmon - analyst who wrote (221)	2/17/1999 9:27:00 AM
From: majaman1978	Respond to of 4337

Hi Steve: Big fan. Wondering about a BB stock Freerealtime.com I use the damn thing daily and their site supposedly gets over 20 million hits a day. I thought traffic was the key to these things. Any opinion? I do not own the stock. Thanx Mark

To: steve harmon - analyst who wrote (221)	2/17/1999 11:04:00 AM
From: jan m.	Read Replies (2) \| Respond to of 4337

Steve---Several days ago, I asked your opinion on OMKT---never got a reply. I don't think it's right to start a thread and welcome questions from everyone, then pick and choose who you respond to. So, I won't post here again--BTW, OMKT just announced a deal with Cisco Systems for anyone that is interested. Jan

To: steve harmon - analyst who wrote (221)	2/17/1999 1:20:00 PM
From: VIXandMore	Respond to of 4337

Hi Steve and thanks for making yourself available in this space. I've been following your thoughts on Net stocks for about 1 1/2 years now and have very much appreciated your insight. My question: With Vignette Systems scheduled to IPO soon, could you give us your thoughts on the prospects of this company and perhaps compare it with Allaire and Broadvision? Thanks in advance.

To: steve harmon - analyst who wrote (221)	2/17/1999 1:50:00 PM
From: ALTERN8	Read Replies (2) \| Respond to of 4337

Steve, This is a real privilege to be able to post to you directly, but how are you going to have enough time to read through all the posts here along with all the crap (spam) that's already posting and still watch the market? Also it maybe a good idea to inform the posters on how you pick and choose the questions that you answer so that nobody feels discriminated against. Thanks and happy trading...

To: steve harmon - analyst who wrote (221)	2/19/1999 12:48:00 AM
From: ajunkh	Respond to of 4337

Thanks for the reply on SPLN Steve. While they are undeniably fundamental events for the company, do you think the CBS announcements have really been responsible for the rise of the stock, as you infer in the ISR on 2/17? In your 2/17 ISR you state that "...Sportsline (NASDAQ:SPLN) led all stocks in the ISDEX group with 158% pop to $40.125 per share, fueled by TV network CBS upping its stake in the Web-based sports content firm." Although the vote of confidence from CBS was certainly important positive news, does the price history of the stock really bear out the idea that the CBS news was the only or even primary factor that led to the "158% pop"? It seems that the CBS announcement on 2/11 merely moved Sportline back up to where it had closed three days earlier, and it has traded sideways or down ever since. If you look several days further back prior to the announcement, the stock traded higher still! Also, on a more macro level, the trading history shows that the Netscape and Excite deals had more of an immediate impact on the stock price than the CBS deal you refer to. In fact, the other CBS-related announcement back in December that it would exercise existing options to purchase additional shares of SPLN also had a negligible impact on trading in the days surrounding the announcement. Whether logical or not, SPLN investors appear to get more of a jolt out of seeing the sports nexus buddy up to other established Internet brands than they do from seeing evidence of a deepening relationship with a major offline media brand! On the other hand, I do agree wholeheartedly with you that exposure on headline events on CBS television and radio has had immediate and positive impacts on the stock price in the past. I would assume that CBS' broadcast of the NCAA basketball tournament coming up in March will be no different. 2/18/99 37 9/16 39 1/2 40 3/4 36 201,900 2/17/99 40 38 3/4 41 3/8 37 1/2 334,200 2/16/99 40 1/8 42 7/8 43 38 1/2 315,600 2/12/99 41 1/4 39 7/8 43 1/4 39 705,500 2/11/99 40 1/8 39 41 3/8 38 647,900 2/10/99 34 7/8 35 1/8 36 3/4 32 566,100 2/09/99 36 3/8 40 3/4 41 1/2 34 1/2 740,600 2/08/99 41 43 31/32 44 3/8 38 13/16 579,800 2/05/99 42 3/4 41 3/16 44 1/2 39 1,466,500 2/04/99 38 50 1/8 50 1/8 38 1,978,000 2/03/99 50 37 3/8 50 1/2 36 5/16 2,563,800 2/02/99 37 1/8 33 1/8 37 1/2 32 7/8 866,600 2/01/99 34 1/2 35 7/8 36 1/2 33 1/2 585,200 1/29/99 35 7/8 34 1/2 36 3/8 33 1/2 1,565,700 Best, Ajunkh