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To: steve harmon - analyst who wrote (570)3/12/1999 9:19:00 AM
From: Lotus Lake (Hijacked)  Read Replies (1) | Respond to of 4337
 
On the subject of VERT, I believe they will go pay service, like a flat monthly fee, Advertising fee should be part of it.



To: steve harmon - analyst who wrote (570)3/12/1999 9:20:00 AM
From: WallStreetTips  Respond to of 4337
 
Steve : Thanks for your views on MXNT and NTXY - eom

Thank you and I really appreciate your input.




To: steve harmon - analyst who wrote (570)3/12/1999 9:50:00 AM
From: Andrew G.  Read Replies (1) | Respond to of 4337
 
Steve: News: Internet CB from NTXY

Now is this novel? Sounds like ICQ:

Friday March 12, 8:04 am Eastern Time
Company Press Release
Nettaxi Internet CB Connects Citizens for Real-Time
Conversation

biz.yahoo.com



To: steve harmon - analyst who wrote (570)3/12/1999 9:54:00 AM
From: the hube  Respond to of 4337
 
Steve:
Do you have any thoughts on PROG, Programmers Paradise. They are historically a catalog retailer selling to the software developer community, but are moving aggressively to the internet. They had sales last year of $238 million, internet sales are increasing at triple digits.
Their most recent move seems to be to become a home on the internet for the professional developer community. Check out their newest website at programmersdirectory.com

Over half of their sales are from europe.
They are profitable and currently have a PE of about 18 based on last year.
They are currently priced around 12, and expect to earn $.85 this year, giving them a current PE of 14.
One last thing. Their current market cap is around $50 million.



To: steve harmon - analyst who wrote (570)3/15/1999 12:56:00 AM
From: amadeus  Respond to of 4337
 
wouldn't NTXY be an attractive acquisition, just based on current ranking at #29 in the hot 100? (and relatively small market cap compared to other communities like TGLO, XMCM, GCTY)...for a co. such as GNET for example, that has been successful building it's growth thru acquisitions like SI and the hot100. It seems like there is so much value just purely due to traffic on the net now, that either a co. wanting to increase its 'market share' of internet traffic, or a late comer wanting to gain a presence would be attracted to a co. like NTXY.