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

To: steve harmon - analyst who wrote (646)	3/17/1999 6:47:00 PM
From: still learning	Read Replies (1) \| Respond to of 4337

Steve, what do you think of SFE as a peer-comparison to CMGI? SFE has traditionally been a VC company very similar to CMGI but focused more on IT, some telecom and services with just a bit of Internet. Now focusing much more seriously on the net, has about the same # of pre-IPO co's in its portfolio as CMGI.

To: steve harmon - analyst who wrote (646)	3/17/1999 10:07:00 PM
From: LABMAN	Read Replies (1) \| Respond to of 4337

22/7 tfsm and NBC DEAL opinion please, lm

To: steve harmon - analyst who wrote (646)	3/18/1999 10:50:00 AM
From: Grabs	Respond to of 4337

Steve- I was wondering if you followed any of the Internet gambling stocks, specifically horseracing. UBET is You Bet International (an LA company), a BB stock with a $150 million market cap that has applied to the Nasdaq for a listing. They have a proprietary network and offer horse wagering through the internet. They should hear about the nasdaq listing shortly, and I would imagine approval itself would move the stock up. More importantly, longer term ,what are your prospects for that industry? Do you get a sense of how the government might ultimately regulate internet gambling? Grabs

To: steve harmon - analyst who wrote (646)	3/18/1999 12:47:00 PM
From: Goldmine	Respond to of 4337

NETE 100% gain. Will it last? What do you know about their agreement with AOL and Netscape. Is their software a longterm product. Seem to have solid stable of customers.

To: steve harmon - analyst who wrote (646)	3/18/1999 12:56:00 PM
From: KAF	Respond to of 4337

Steve, what's your take on ccu, an entire stake of a director planned for sale......

To: steve harmon - analyst who wrote (646)	3/18/1999 1:11:00 PM
From: shredhead	Read Replies (3) \| Respond to of 4337

Steve - I know you like CMGI. What about WCAP and SFE? Are these CMGI's in the making? TIA

To: steve harmon - analyst who wrote (646)	3/18/1999 6:34:00 PM
From: 911Turbo	Read Replies (1) \| Respond to of 4337

otototot--- steve, just curious about doubleclick and it's prospects when i keep hearing about software from someone which will be able to block web advertising. it is bogus, or a real threat to revenue at doubleclick? thx, 9

To: steve harmon - analyst who wrote (646)	3/18/1999 7:49:00 PM
From: Bretsky	Read Replies (1) \| Respond to of 4337

WONDERING IF YOU COULD COMMENT ABOUT PROSPECTS OF WCAP ???

To: steve harmon - analyst who wrote (646)	3/18/1999 9:36:00 PM
From: LABMAN	Respond to of 4337

excellent call on SFE LM

To: steve harmon - analyst who wrote (646)	3/18/1999 10:21:00 PM
From: ByloCellhi	Respond to of 4337

Steve - please take a look at RDIM soon to be HOME HouseholdDirect.com this company is an E-Commerce firm that is signing on buyers clubs and has a very aggressive strategic plan. They have a very active site on SI and is a steal right now at under a $1. The company is a startup with some recent revenue acquisitions, low float with very few shares outstanding. Please review and advise - great potential IMO Thanks

To: steve harmon - analyst who wrote (646)	3/19/1999 10:37:00 PM
From: the hube	Read Replies (1) \| Respond to of 4337

Steve: Any opinion on FNHC. They seem to be a leader in on-line mortgages. This would seem to be a natural for the net.

To: steve harmon - analyst who wrote (646)	3/19/1999 11:19:00 PM
From: TechHunter	Respond to of 4337

Steve; Big Flower Holdings (BGF) has large stakes in TFSM MINE and Worldgate. In addition, they have solid earnings,(FY 00 ~$2.46p/share) and only trade @27. Current P/E 13 Forward P/E 9. Could this become another CMGI or reasonable facsimile if it is given attention by the street/press? 5 Major Brokerages follow it with 4 Strong Buys and 1 Buy. Your thoughts are greatly appreciated. TIA, Craig

To: steve harmon - analyst who wrote (646)	3/21/1999 2:46:00 AM
From: chirodoc	Respond to of 4337

steve, with your choice of athm you obviously believe in broadband and the future of a speedier internet. but i can find no picks in the DSL space. you have mentioned that telephone lines may in the end out run cable lines. who do you like in the DSL space? thanks, curtis turchin a devoted fan