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To: SpecialK who wrote (925)	4/6/1999 1:10:00 PM
From: DAVID HU	Respond to of 4337

Time to go long on IMON. 1) technical breakout is immenent 2) Shawarz said last week they are actively talking to various partners for alliance and funding 3) Today large blocks across at ask indicating active accumulation. GOOD LUCK everyone

To: SpecialK who wrote (925)	4/8/1999 1:37:00 AM
From: steve harmon - analyst	Respond to of 4337

security stocks - i think the shift to security as a service vs. security as a software license is coming and that this sector made a big blunder by not consolidating in 1998-99 as i thought they should y2k also poses a threat to them as corporations delay buying their packages now they're eating each other alive for marketshare in parts of the security puzzle pending any great news i think the group could be the only internet stock sector left behind while the rest are at the party