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To: steve harmon - analyst who wrote (878)4/4/1999 3:35:00 PM
From: Paul Dubsky  Respond to of 4337
 
Steve - thoughts on BNYN
Banyan was just added to TheInternetFund's top 25 holdings. Being alongside AOL and YHOO is big company, wondered what your thoughts are on their potential, primarily with the potential of their switchboard spin-off.
Thanks



To: steve harmon - analyst who wrote (878)4/4/1999 6:24:00 PM
From: Topannuity  Respond to of 4337
 
Steve- Are there any sympathy plays, i.e., companies which are already trading publicly, which operate "exclusively" in the ASP market similar to the new IPO USIX (USinternetworking)? I read at the IPO-fund website that ABOV and EXDS were similar to USIX. Is this comparison valid? Do you think the ASP marketplace can be developed successfully (profitably)?