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To: steve harmon - analyst who wrote (1571)5/10/1999 3:59:00 AM
From: $Mogul  Respond to of 4337
 
MMXI, IATV, DCLK, FNHC, EDIG, What do you think of these, they have Big potential Long term, what do you think??




To: steve harmon - analyst who wrote (1571)5/11/1999 11:25:00 AM
From: hoyasaxa  Read Replies (1) | Respond to of 4337
 
DSL: Thesis -- US west announcement today showcases what appears will be continued aggressive implementation of DSL roll-out strategies as bandwidth solution to counter cable momentum... most likely beneficiary Aware (Awre) ... Do you (still) agree? Appears like a great ST trading opportunity if not a LT core holding....JMO FWIW NIA Thnks.



To: steve harmon - analyst who wrote (1571)5/11/1999 8:10:00 PM
From: Billy Barooo  Read Replies (1) | Respond to of 4337
 
(DRIV+DELL) Steve, great timing on your "Bravo Digital River, this is how giants are made" release on monday. Check out the posts on the rarely visited DRIV thread. Looks like they bagged another elephant!
Cheers!



To: steve harmon - analyst who wrote (1571)5/14/1999 1:44:00 AM
From: Herb M  Read Replies (1) | Respond to of 4337
 
Hello Steve
What is your thoughts about Pacific Internet's (PCNTF) secondary offer ? Could PCNTF ever make your top internet list ? Seems like Asia is going to explode into the internet era and Pcntf should be a major player. News has it their PIMall is going to open in June. Also they are about to enter into the Austrialia market in July. Thanks for your comments and your great monthy newsletter.

Herb M.
Irving Tx



To: steve harmon - analyst who wrote (1571)5/14/1999 2:48:00 AM
From: investsformoney  Respond to of 4337
 
Steve, I am reposting this message to address to you. If you have read my previous questions on netg, you can ignore this msg.

Steve i have done some dd on the recent action of netg.

Message 9524600

I want to hear your comments. What do you think of netg's replies to the advertisers with their adserver4 and netgenesis initiative. I also want to know if my analysis is on track or not.

Best Regards





To: steve harmon - analyst who wrote (1571)5/14/1999 11:03:00 AM
From: fiberman  Read Replies (3) | Respond to of 4337
 
Hello Steve. Why do you think DRIV is keeping quite on their deal with DELL?



To: steve harmon - analyst who wrote (1571)5/14/1999 11:22:00 AM
From: twentyfirstcenturyfox  Read Replies (1) | Respond to of 4337
 
Steve - BIDS Q1 financials are out. Small outfit,growth in revenue and margins looks like its doing the right things. this company's stock seems to have been hammered coming and going by it's former financier/market "maker" (LOL). But, I suspect that its exclusive franchise on the Dutch Auction software may make it a cheap takeover target at these prices. Do you also put a high value on this particular asset? And, more importantly, what methodology do you use to value something like this?
TIA, Don.