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To: steve harmon - analyst who wrote (395)	2/28/1999 4:10:00 AM
From: Gary105	Respond to of 4337

Steve, re. valuation models, a comment. Don't you believe there comes a time when valuation shifts from "concept" models (e.g. market cap/user, PSR etc) to more fundamental models (cash flow, earnings etc). An analogy - many biotech stocks in early 90's were trading at very loftly fundamental levels and were valued on concept basis (eg Price/R&D). When they started making reasonable profits in 1992, prices dropped - ie a transition to more fundamental valuations and it wasnt until about 1994 when new highs were again seen. Given big spike earlier this year in net stocks do you think we will see this transition/correction period from concept models to fundamental models (as companies make real profits) and 1 - 2 year period of price consolidation before new highs? I enjoy your ISR and subscribe to your newsletter. Thanks, Gary

To: steve harmon - analyst who wrote (395)	2/28/1999 6:08:00 AM
From: Dale Baker	Respond to of 4337

Still interested in your thoughts on VRIO compared to EXDS when you have time. Thanks.

To: steve harmon - analyst who wrote (395)	2/28/1999 12:42:00 PM
From: rodney beasley	Read Replies (1) \| Respond to of 4337

STEVE ,,agree on PPOD,,,dont you think it is better to own the so called blue chips of the inets???such as AOL, YHOO,DCLK and maybe a LU and TCIVA tossed in than to chase the low dollar pop up companies(other words trying to find the next aol or amzn at 5-10.00 range)do you have a low dollar net stock that you like??overall in the med near term where do you see the aol yhoo dclk going,,,do you subscribe to the fact that the inets are online to make new highs or we are simply getting a bounce to trend lower???do you subsribe to the notion that the MMs shorted our nets and drove prices downonly so they could load up and now they are long??because now we have the big boys finnally saying its ok to buy inets,,makes me wonder if time to get off when these guys start saying buy......i think its great you are here and answering questions in this forum.....

To: steve harmon - analyst who wrote (395)	2/28/1999 7:58:00 PM
From: Trent Cutler	Respond to of 4337

Steve, Do you know what the approximate stock market value is for a "hit"? And what the factors are that make some type of hits worth more than others. Thanks in advance, Trent

To: steve harmon - analyst who wrote (395)	3/1/1999 12:17:00 PM
From: Grabs	Respond to of 4337

Steve - any comments on Abovenet (ABOV)? They should be positioned to grow with the internet. Just starting my DD. Thanks in advance- grabs

To: steve harmon - analyst who wrote (395)	3/1/1999 4:07:00 PM
From: marketmover	Respond to of 4337

Yo! Steve ever heard of BNC Mortgage? EXPLOSIVE situation. see attached. Message 8094471 Love to know your thoughts on BNCM.

To: steve harmon - analyst who wrote (395)	3/2/1999 12:44:00 PM
From: zenker	Read Replies (1) \| Respond to of 4337

Steve-PILT and CSCO form an alliance. What are your thoughts? Zenker

To: steve harmon - analyst who wrote (395)	3/2/1999 5:45:00 PM
From: KellyW	Respond to of 4337

Steve, great job on '99 so far! So, how do you like PROG? Here's a press release from yesterday: Programmer's Paradise, Inc. Announces Internet Expansion Plans Introduces New Online Directory Year to Date Web Sales Up 198% Over Previous Year SHREWSBURY, N.J.--(BUSINESS WIRE)--March 1, 1999-- Programmer's Paradise(r),Inc. (Nasdaq:PROG - news), the international computer products marketer, announced plans for the launch of a new online directory resource site for developers. The new site, www.programmersdirectory.com, which is expected to be unveiled on March 8, 1999, will provide programmers with current news and industry topical information, as well as a wealth of valuable connections to all the leading developer supporting websites. ''Our Internet revenue growth continues to accelerate as each month is establishing new record sales levels. Our February revenues grew 42% over January revenues, and increased 216% when compared to February 1998. Our Internet focus has been to build a community for our customers where the latest technological products can be found and extensive product knowledge can be gained,'' stated Bill Willett, Chairman and Chief Executive Officer of Programmer's Paradise, Inc. ''This directory is the next step in our community building project. The site is certainly a 'value add' to our customer base, and it will also provide increased developer-related traffic within the network of Programmer's Paradise sites, as well as increase our revenue potential by expanding advertising opportunities into new categories beyond our current focus.'' The directory will reference user groups, conferences, consulting services, shareware, publisher support resources, journals, career-related resources, Y2K information, training and educational opportunities, and the latest community-related news. Future plans call for on-line discussion forums amongst members of the development community. ''We expect programmers will utilize our directory as a logical starting point for seeking out developer-specific information on the Internet,'' continued Mr. Willett. ''Programmer's Paradise has long been relied upon in the community for providing in-depth information on the thousands of products we market to software developers. The programmers directory is a logical next step in providing our customers with rapid access to information, resources and services on the Internet, related to their profession.'' Programmersdirectory.com will join the expanding family of Programmer's Paradise websites operating or under development including publisher stores for Microsoft, IBM / Lotus, Inprise and Sun Microsystems, content site stores for Dr. Dobbs Magazine, Web Review Online Magazine, Sunworld and Javaworld online magazines, and TechBooksParadise.com. Programmer's Paradise(r),Inc. is an international marketer of software targeting the software development professional and information technical professionals within enterprise organizations. Programmer's enhances software development productivity by providing a single-source for software development tools from industry-leading vendors selected on the basis of features, quality, price and warranty. The Company offers over 35,000 titles from more than 2,000 publishers and manufacturers, and distributes these products through multiple distribution channels. The Programmer's Paradise Web site is www.pparadise.com. Bill Willett can be e-mailed at bill.willett@programmers.com.