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To: steve harmon - analyst who wrote (843)	4/3/1999 11:28:00 AM
From: SouthFloridaGuy	Respond to of 4337

Actually, once I settled down, I thought about the merger, and I began to agree to the merits of the merger. In fact, the more I thought about this new, future, media conglomerate, I turned rather bullish. Now with that said, what are the implications for other company's in the sphere of BCST? Perhaps an ITVU, an AHWY? Doesn't a MSFT, LCOS, ATHM/XCIT, GNET, maybe even AOL, need to play catch up with YHOO/BCST/GCTY? It seems to me that YHOO has set the standard, and everybody else now has to play catch-up. Comments? Thanks, PD

To: steve harmon - analyst who wrote (843)	4/3/1999 11:47:00 AM
From: lazarre	Respond to of 4337

Steve...AHWY...could it be considered a reasonable start for any of the usual suspects? That is, a SEEk, LYCOS or even an AOL to offer more added value to their sites/users? Though nowhere near the scale of RNWK or BCST, do you feel it has any consolidation value at current levels? lazarre

To: steve harmon - analyst who wrote (843)	4/3/1999 6:53:00 PM
From: Herschel Rubin	Respond to of 4337

Steve, Any comments about the forthcoming alliance between National Discount Brokers (NDB) and TheStreet.com just mentioned in the NDB April Newsletter to its customers: First the NDB newsletter highlights all the features of its new discount trading website (to be announced in several weeks), and then NDB mentions: "Check out our new Research Center, which offers access to many new items such as [a whole list of things]... and live market commentary and analysis from Briefing.com and TheStreet.com" This sounds like good synergy... As an NDB customer, am I getting advance notice of this soon-to-be-announced cooperative effort between NDB and TheStreet.com? (Sorry to put you on the spot here, but the newsletter is already in print)