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To: steve harmon - analyst who wrote (812)	3/31/1999 2:24:00 PM
From: dwight martin	Respond to of 4337

IATV, an issue riding the "convergence" of the net and the vast wasteland (TV), smashed its all-time high today on big volume.

To: steve harmon - analyst who wrote (812)	3/31/1999 2:54:00 PM
From: the hube	Respond to of 4337

>>broadcom still has the market leadership across dsl and cable internet boxes Who are the major software makers for dsl and cable internet boxes?

To: steve harmon - analyst who wrote (812)	3/31/1999 5:38:00 PM
From: hoffy	Read Replies (1) \| Respond to of 4337

IATV- Are you a believer yet? <<<< It looked frothy at 8.>>>> Now it's at 11 3/8 and looking very strong even on a weak day in the market.

To: steve harmon - analyst who wrote (812)	3/31/1999 8:27:00 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 4337

Steve, what is your opinion of the prices that YHOO is paying for their acquisitions? With such a commanding presence through their portal site, why could they not leverage the eyeballs they have by growing their own broadcast site and community sites? Seems to me that AOL and AMZN buy private companies for pennies to the dollar and grow them organically, in-house, like ICQ or drugstore.com...or they make "bargain" purchases, like NSCP If this were any other industry, YHOO would be crushed for stupidity and an inability to do things by anything other than acquisitions, IMHO. I don't doubt the need to be in the businesses they are attempting to be in, but to constantly acquire and dilute? Thanks.

To: steve harmon - analyst who wrote (812)	3/31/1999 11:48:00 PM
From: Peter Moyer	Respond to of 4337

Steve - What do you think of the GBLX buy-out of FRO? How will the combined company compare to QWST? Thanks, Pete

To: steve harmon - analyst who wrote (812)	4/1/1999 12:34:00 AM
From: Dave Twibell	Respond to of 4337

Steve, I'd greatly appreciate your thoughts on Smith-Gardner & Assoc. (SGAI). E-commerce software IPO that recently inked a deal with Delia's. The stock has almost doubled off its lows after releasing record earnings/revs, but is still under its opening IPO price and has shown some weakness lately. Thinking of buying a few shares as a longer term play, but would really like your insights before doing so. By the way, thanks very much for starting this thread, it's extremely helpful for us novice net investors. Dave

To: steve harmon - analyst who wrote (812)	4/1/1999 10:03:00 AM
From: Lahcim Leinad	Respond to of 4337

This is what Ive been waiting for!!! biz.yahoo.com Subject 27088 Easy

To: steve harmon - analyst who wrote (812)	4/1/1999 11:26:00 AM
From: WallStreetTips	Read Replies (2) \| Respond to of 4337

Steve >>> Your opinion on FVC.Com - FVCX (Streaming Video Leader) After recent sharp runup in Broadcast.com on Yahoo takeover, InterVu (ITVU) on speculations of possible takeover candidate; what do you think about FVC.Com (FVCX) which is just at $13. For your ready reference check this link: biz.yahoo.com Thanks.

To: steve harmon - analyst who wrote (812)	4/1/1999 12:08:00 PM
From: Randomm	Respond to of 4337

GNET. Steve, there has been lot's of rumors being spread on the tender offer packet that was sent to us shareholders. If you could please update us on to what you see are key factors in the packet, it would be beneficial. Also, would the tender offer to shareholders be more in line for those who are short this stock? Your thoughts on GNET would be much appreciated. Thank you, Randomm

To: steve harmon - analyst who wrote (812)	4/1/1999 3:47:00 PM
From: Norm Demers	Read Replies (2) \| Respond to of 4337

Steve: Do you have any opinion about SDTI ? With all that VRSN stock and the fact that they are and been profitable for years. Plus loads of cash. Do you feel they are under valued at this point in time ?

To: steve harmon - analyst who wrote (812)	4/1/1999 7:56:00 PM
From: Frost Byte	Read Replies (1) \| Respond to of 4337

Steve - FNHC could be a huge winner due to E-LOAN IPO: I'd be curious on your opinion of this udiscovered company. FNHC – Finet Holdings Current Price: $4 5/8 FNHC is the only publicly traded Internet mortgage lender, and as a competitor to E-LOAN, will receive a great deal of attention when E-LOAN goes public. E-LOAN filed their IPO last week and it is expected to be a blockbuster. Goldman Sachs, DLJ, and Hambrecht and Quist are underwriting the deal. Yahoo, Softbank, and Benchmark Capital are investors in E-Loan. Furthermore, the CEO of Yahoo, Tim Koogle, is on E-Loan's Board of Directors. Finet has greater revenues than E-Loan, has recently hired the ex-CEO of Norwest (the largest mortgage lender in the U.S.) as their CEO, and is actively working with Wall St. analysts to begin covering the stock. Furthermore, according to CBS Marketwatch, FNHC is in discussions with major portals and on-line brokers to form strategic relationships. From CBS Marketwatch: The online mortgage provider is in talks with two portal companies for a major partnership, sources close to the company said. “We have spent two years building a machine," Rawitch (President of FiNet) added. "We are now ready to feed that machine by striking deals over the next 30 to 60 days with a number of online players who want to enter the mortgage lending business." He said the company remains in talks with other online companiers, including a major portal. Several online brokers would like to broaden their financial service. Ameritrade (AMTD), for example, is developing and testing a Web shopping site for mortgage, insurance and other services called OnMoney. A company spokesperson wouldn't comment on how it plans to build up these news services. The site is expected to be open this summer. News story off of Yahoo: According to Warburg Dillon Read: Finet is a little known mortgage broker and banker that is competing in the explosive on-line mortgage origination channel. Today, through its suite of services, products and web sites, Finet offers virtually every service offered by high profile competitors and, in our opinion, much more. Looking to the future of Internet mortgage banking, we also think Finet has a well thought-out winning strategy.'' About Finet Finet Holdings Corporation, including its wholly owned subsidiaries (the ''Company''), operator of FiNet.com, ''America's Home Finance Network'' is a leading edge provider of e-commerce home financing services that facilitates home ownership through a variety of technology-based products and automated services for consumers and real estate service providers. The Company offers automated financing solutions to electronically enabled mortgage brokers through Monument Mortgage and consumers directly through its Internet sites: www.interloan.com, an on-line home financing site; and www.iqualify.com, a Smithsonian Award-winning electronic mortgage approval service. Internet distribution channels include Internet financial sites, Internet home listing sites, financial lead aggregators and local and national Internet portals.

To: steve harmon - analyst who wrote (812)	4/2/1999 1:17:00 AM
From: incomep	Read Replies (1) \| Respond to of 4337

Hello Steve: What is your thought to this new ipo? Thanks in advance. Incomep Thursday March 11, 4:03 pm Eastern Time Company Press Release Osicom Technologies, NETsilicon File Amendment to Registration Statement for NETsilicon Initial Public Offering SANTA MONICA, Calif.--(BUSINESS WIRE)--March 11, 1999--Osicom Technologies Inc. (Nasdaq/NM:FIBR - news) and its wholly owned subsidiary, Waltham, Mass.-based NETsilicon(TM) Inc., Thursday announced that NETsilicon Inc. has filed an amendment to its registration statement with the U.S. Securities and Exchange Commission for an underwritten initial public offering of approximately 3 million shares of NETsilicon common stock, of which Osicom will sell 1 million shares. Dain Rauscher Wessels will manage the offering, with Tucker Anthony Inc. acting as co-manager. NETsilicon, Inc. ("NSI", formally Digital Products, Inc) DIGITAL PRODUCTS, INC. -- In September 1996, the Company acquired Digital Products, Inc. ("DPI") through a merger with a newly-formed subsidiary DPI Acquisition Corp. for the Company's common stock valued at $5,000 less agreed upon merger expenses of DPI and DPI stock option repurchases. 333,680 shares of common stock and options granted to employees to acquire 46,851 of the Company's common stock were issued in this transaction. In addition, a new $3,000 line of credit with a lender provided funds to repay approximately $1,300 owed to the previous lender and provide additional working capital. DPI produces and markets to original equipment manufacturers of printers, distributors and end-users a line of multi-function networking products that provide system, board, and chip level integrated solutions for local area networks and remote access. The Company incurred additional costs in connection with the acquisition of DPI of $111, of which $83 was paid through the issuance of common shares; (See Note J). The acquisition was accounted for as a pooling of interests which requires the inclusion of the results of operations of DPI for all periods presented herein.

To: steve harmon - analyst who wrote (812)	4/2/1999 8:45:00 PM
From: onekema	Read Replies (1) \| Respond to of 4337

Any thoughts on Galileo GALT ? 3 recent upgrades..Really appreciate your views.