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To: steve harmon - analyst who wrote (1409)	4/29/1999 6:29:00 AM
From: Puck	Respond to of 4337

First I want to say that I have followed your analysis on the internet sector for awhile now and have found it to be insightfully forward thinking and, all in all, excellent. Second, I wonder if you have any observations to make about the nascent photographic image portal Photoloft. Any potential here? Thanks--

To: steve harmon - analyst who wrote (1409)	4/29/1999 9:45:00 AM
From: ouija	Respond to of 4337

On your valuation piece this morning, I note ABTL has sold 1.5M people a car in the last 4 years...Assuming no repeats but also no other users, and a car or so per user every 4 years, that would give a valuation today of about $365/user...for an ESP (your term, I like it) this looks to be pretty cheap. Appears to leave a factor or 4 or more upside.

To: steve harmon - analyst who wrote (1409)	4/30/1999 2:07:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 4337

Steve, trying like hell to find out why my CDNW is jumping like crazy. Any answers? Time Warner buy-out maybe? COuld you call your sources and try to find out? I don't know whether to hold, buy more or sell.

To: steve harmon - analyst who wrote (1409)	4/30/1999 5:03:00 PM
From: Gordon Gekko	Respond to of 4337

Thoughts on Applied Theory (ATHY)? They appear to be a diamond in the rough considering their rather lackluster IPO debut. $23M in sales and losses that aren't too exorbitant. Who are they most akin to in the marketplace? VRIO, EXDS or RAZF? The only problem I see is that they are too regionally dependent on the New York state community, but they are addressing that issue. Per IPO Central. Long-distance carrier IXC owns about 28% of AppliedTheory, and Grumman Hill Investments another 14%. IXC is building a coast-to-coast network, over which AppliedTheory will reach Internet customers outside New York. Thanks. GG

To: steve harmon - analyst who wrote (1409)	5/1/1999 2:49:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 4337

Steve, what's your opinion on DCTI and their announcement that they'll announce NetClearing strategy on June 5-6 at a trade show? Been sitting at 6-7 a share for a long time now. I've loaded up and will hold until June. What's your thinking? Also FATB. Microsoft announcement started a rally then it fizzled with the net sell-off. To resume soon? You opinion of FATB? Also XOOM. Just bought some for no special reason. Are the takeover rumors substantiated anywhere? What's your opinion of XMCM?

To: steve harmon - analyst who wrote (1409)	5/1/1999 8:51:00 PM
From: Paul Dubsky	Read Replies (2) \| Respond to of 4337

PTVL To Steve and the rest on this board, don't believe I've seen an opportunity like this in a long, long time. Preview Travel is lining themselves up not just as a site to buy airline tickets (in fact, they're probably trying to distance themselves from this stigma), but to organize your travel plans. If you haven't been to their site, it's a must visit. Very good tools to allow you to plan out your vacation. I'm telling you, this stock is prime meat to break out big time, once the next internet wave hits.

To: steve harmon - analyst who wrote (1409)	5/1/1999 11:36:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4337

How about Marimba, is this an a-list investment like your top 10 to watch? Thanks for your valuable input. Michelle

To: steve harmon - analyst who wrote (1409)	5/2/1999 11:37:00 AM
From: Eqmx	Read Replies (1) \| Respond to of 4337

Steve, What is your opinion on ACTV.

To: steve harmon - analyst who wrote (1409)	5/2/1999 12:09:00 PM
From: The Osprey	Read Replies (2) \| Respond to of 4337

Yes Steve I second that....What IS your opinion of ACTV or Stock symbol IATV???? The Osprey

To: steve harmon - analyst who wrote (1409)	5/3/1999 2:01:00 AM
From: Hanney Yin	Read Replies (3) \| Respond to of 4337

Steve, I recently subscribe your newsletter. do you know when is your report sent to client via email? I have not received the May letter yet pls advice. j. brennan