Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: steve harmon - analyst who wrote (1053)	4/13/1999 3:27:00 AM
From: The Perfect Hedge	Respond to of 4337

Steve- Do you have any thoughts on VERT's price here?Is it a bargain at this price or ready to spring? Thanks so much..... B*

To: steve harmon - analyst who wrote (1053)	4/13/1999 6:41:00 AM
From: Jim Cash	Read Replies (1) \| Respond to of 4337

Steve, What are your thoughts on RCNC... It would seem to me that they are ripe for a buyout or partnership with AOL...

To: steve harmon - analyst who wrote (1053)	4/13/1999 7:56:00 AM
From: Crazy Canuck	Respond to of 4337

Steve, I am currently reviewing a new offering prospectus for a small Internet company that I am considering investing in. I like what I have seen so far. However, I want to ensure that when I meet with the management of this company, I am able to zero in on the important areas that must be taken into consideration. Other than your "Steve Harmon's Internet Valuation Metrics", could you steer me to any other list that you feel may be useful in assessing a company before it becomes listed on a public exchange. Thank you for your insight, and assistance. I also can tell you that I will be picking up a copy of you new book. It looks like a very interesting read! Respectfully yours, Crazy Canuk

To: steve harmon - analyst who wrote (1053)	4/13/1999 8:19:00 AM
From: Dotty	Respond to of 4337

Hi Steve-went to Amazon, but it indicates that we have to wait until OCT 1 to get your book!!! Impossible! Any advance copies to be auctioned off on eBAY or Amazon, more appropriately? How can we get it sooner? Dotty, a fan

To: steve harmon - analyst who wrote (1053)	4/13/1999 11:52:00 AM
From: JakeStraw	Read Replies (1) \| Respond to of 4337

Hey Steve, any thoughts on DRIV?

To: steve harmon - analyst who wrote (1053)	4/13/1999 12:18:00 PM
From: CWIII	Read Replies (2) \| Respond to of 4337

steve, what's your thoughts on TGLO and what do you think of the split/SPO announcement. do you see this company as a takeover/buyout target or do you think they can go at it alone? CWIII

To: steve harmon - analyst who wrote (1053)	4/13/1999 3:54:00 PM
From: tony hausner	Respond to of 4337

congratulations on publishing the book. I look forward to reading it.

To: steve harmon - analyst who wrote (1053)	4/13/1999 7:33:00 PM
From: gizelle otero	Respond to of 4337

Steve, your opinion, please, on APC (NASDAQ: APCC) prospects as a surrogate internet investment in addition to the fact that it really makes things and really earns money? Thx!

To: steve harmon - analyst who wrote (1053)	4/14/1999 12:36:00 AM
From: Glenn Petersen	Respond to of 4337

I find your daily newsletter instructive and I look forward to reading your book. While your commentary is generally focused on the larger Internet issues that have gone public in recent years through the traditional IPO route, there are a number of companies that have successfully implemented net related business plans but fail to hit analyst's radar screens simply because they have either gone public through a back door (reverse mergers) or have evolved into net companies from a non net origin. A case in point is InfoNow (INOW), which filed its Form 10-K two weeks ago. INOW provides "...a modular suite of web-based inquiry management services delivered on an outsourced basis via the Internet...(its) services enable companies to respond to consumer or commercial inquiries in a targeted, one-to-one manner and effectively integrate third-party channel resources such as dealers or resellers into the selling process. InfoNow's services can respond to inquiries received across a client's enterprise, including their Internet site, call center and Interactive Voice Response (IVR) systems." Highlights from the 10-K and proxy materials: 1) The company reported revenues of $2.5 MM in revenues for the year ending December 31, 1998, an increase of 137% from the $1.1 MM reported in the prior year. 2) The company had a backlog of $4.8 MM at the beginning of this year and estimates that it will generate revenues from that backlogof approximately $3.4 MM in 1999. Additional revenues will begenerated from existing contracts and additional contracts signed in 1999. 3) The company expects to be profitable beginning in the second quarter of this year. Their infrastructure is in place (and fixed) and can support a significant amount of new business without adding any substantial new costs. 4) They have a blue chip list of clients, including American Airlines, Apple, Bank America, Cisco, Citibank, Compaq, 3Com, FedEx, Maytag, United Health Care, NationsBank, HP, IBM, Intel, UPS and Visa. 5) Michael Johnson, their CEO and President, spent five years as a consultant with McKinsey. Michael Basch, their Vice President of Sales and Marketing, was a founding officer of Federal Express and conceived the FDX tracking and tracking system. 6) They appear to have spent most of 1998 getting their house in order and positioning the company for some explosive growth in 1999. They raised $1.906 MM in financing in 1998 and they are looking to raise an additional $4.0 MM this year and move to a Small-Cap listing. See the press release at: biz.yahoo.com 7) Their auditors lifted the "going concern opinion" that was attached to their 1997 numbers. 8) There were only 7,009,243 shares outstanding as of March 10, which gives the company a market cap of approximately $34.2 MM. The 10-K and the related proxy materials can be found at: sec.gov sec.gov I would appreciate hearing any comments that you might have in regard to INOW and, even more importantly, would like to see you extend your coverage to the second and third tier Internet issues. Thank you in advance.