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To: steve harmon - analyst who wrote (1573)	5/10/1999 9:06:00 AM
From: ChinuSFO	Read Replies (1) \| Respond to of 4337

Steve, do you think that the Internet picture has changed with the announcement of "NBC Internet". Or do they have a ;ong way to go from the seventh largest Internet site and catch up with AOL. Secondly, do you feel that the Mediaone - ATT deal is through since a official from FCC has said that this ATT deal would come under close scrutiny? Regards Chinmoy

To: steve harmon - analyst who wrote (1573)	5/10/1999 11:18:00 AM
From: Steeny	Read Replies (1) \| Respond to of 4337

Harmon has long held this view. However, last week he also said that ATHM could do a lot of shortterm damage to AOL. He likes to refer to them as "AOL on steroids" because of their unlimited financial backing by T. It seems like the cable fears are dying down a bit. There is a growing realization that either AOL will cut a deal with T, or the Feds will not allow T-UMG or cable lines will be forced open(least likely). The other fears are 1: the high pe dump (still the biggest obstacle and a total unknown) 2: interest rates(this is dying as it looks like the bonds are raising their own rates and keeping Greenspan away).

To: steve harmon - analyst who wrote (1573)	5/10/1999 4:36:00 PM
From: JK	Respond to of 4337

Steve, would like your opinion on the value of XMCM after this deal. Strange action today considering CNET up 19% & XMCM up only 9%. Were mm's accumulating shares? Thanks, JK

To: steve harmon - analyst who wrote (1573)	5/10/1999 10:24:00 PM
From: Lwbolles	Respond to of 4337

Steve, Is CyberCash(CYCH) real or memorex? Their connections look real. CEO William Melton, who is on the board of AOL, seems to be the man to steer this company into the 21st century. I would greatly appreciate any thoughts you would be willing to share. Thanks in advance, Linwood

To: steve harmon - analyst who wrote (1573)	5/10/1999 10:37:00 PM
From: john rieck	Respond to of 4337

Steve: any thoughts on the auto-nets, AWEB and ABTL? both have taken a beating lately...any hope for recovery?

To: steve harmon - analyst who wrote (1573)	5/11/1999 12:22:00 PM
From: Richard Tai	Respond to of 4337

steve - do you think dimd will try to spinoff the rioport division or at least try to unlock some of the potential value they have with their base of 200,000+ rio users. so far it seems like it's ceded all of the content and thus the value to companies like mp3.com, audible.com, etc. as it currently trades around book and with a market cap of only 135m, it seems to me that if they were only a rio/rioport company striking content deals and making noise they could be worth a lot more.

To: steve harmon - analyst who wrote (1573)	5/11/1999 10:26:00 PM
From: amadeus	Respond to of 4337

steve, XSNI, X-Stream Network, apparently an isp in UK x-stream.com how would you approach a valuation of a european isp such as this would it be on a similar per-subscriber basis, like the US counterparts? they apparently provide free internet service, but an interesting wrinkle, in addition to ad revenue, this article mentions british isps get revenue sharing from telecoms: wired.com news posted at their website says they are the 3rd largest ISP in the UK with 305,000 subscribers as of 4/26, and are projecting over 500K by summer only OS info I've seen so far from the thread: techstocks.com any thoughts on how to approach this one? thanks