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To: steve harmon - analyst who wrote (1129)	4/16/1999 12:29:00 PM
From: Urlman	Respond to of 4337

Steve what do you think about VTEL & Vosaic ( vosaic.com )? Here they are compared to the big guns. serverwatch.internet.com VTEL has reorganized cutting 40 jobs and created an internet unit... too little too late? .....or will they be the next big streaming media company?? Thanks in advance for your opinion. Urlman killppradio.com

To: steve harmon - analyst who wrote (1129)	4/16/1999 12:42:00 PM
From: Sam Citron	Read Replies (2) \| Respond to of 4337

Steve, Any thoughts on PME, if you are permitted to speak your mind about the company that owns 19% of your employer, internet.com? As a shareholder, I would love to see Penton begin to meld its 42 disparate web sites into a kind of VerticalNet model. I feel such an effort might be extremely successgul. I would also like to see PME exercise its option to acquire more of internet.com from Mr. Meckler. Can you elaborate on the terms of PME's option? I also notice that Mario Gabelli and his affiliates own 19% of PME. Can you comment on whether he is actively working with management to unlock shareholder value? Finally, I wonder whether, as an "internet analyst", you spend much time examining more traditional media companies, including mixed media companies such as PME, and how you see the value in this sector compared to the more "traditional" internet industry sector. If the answer to the above question is yes, which among the more traditional media companies do you think are most effectively learning the "lessons" of the internet, taking advantage of its opportunities and responding to its threats, and which are your favorite media companies in this regard? Regards, Sam

To: steve harmon - analyst who wrote (1129)	4/16/1999 10:27:00 PM
From: Traci Mancini	Read Replies (1) \| Respond to of 4337

Hello steve and all, I was wondering what your take on bkfr and flbk is? Do you think the net banking sector has another chance or do you think the sector is down due to the volume on the nasdaq. I do have some money invested in both of these stocks, I would like to know if you feel I should take my loses and re-invest elsewhere. traci

To: steve harmon - analyst who wrote (1129)	4/17/1999 3:26:00 PM
From: Hanney Yin	Read Replies (1) \| Respond to of 4337

Hi, Steve, This healthy profit taking gives us an excellent opportunity to buy a select few with a bargain price. The following few are my personal picks based on value. Would like to know your opinion. in the software area, althought there is an intense bloody competition, I still think there are values in those internet software companies: 1) GMST (Gemstar), after the court settlement with ATT/TCI, GMST's proprietary software will be proliferating like mushroom. income stream from advertising and license fees will be unlimited. I am sure the stock will have a boost after the court settlement coming pretty soon. Selling at $100 is a bargain. 2) XCIT IS a new gorilla against AOL since XCIT has @home!!!!! 3) RNWK: a huge discount after this Internet selling off. Only concern is MSFT. 4) AXC and EGAM looks so attractive, I am so surprised that they have not been a take over candidate so far. They actually have earnings! EGAM has ROE of 35% thanks Jian thanks