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


To: steve harmon - analyst who wrote (1792)6/3/1999 1:49:00 PM
From: Norm Demers  Read Replies (1) | Respond to of 4337
 
Steve:
With CBS buying into BNYN's Switchboard, do you see a takeover by CBS of BNYN ?



To: steve harmon - analyst who wrote (1792)6/3/1999 6:36:00 PM
From: vampire  Read Replies (2) | Respond to of 4337
 
Howdy,

The 'nets are obviously in some doldrums here but still up smartly for the year - how long do you think this correction goes for and what will bring them out of it? thanks!



To: steve harmon - analyst who wrote (1792)6/3/1999 11:50:00 PM
From: Jaime Leiderman  Read Replies (1) | Respond to of 4337
 
Steve, Can you explain why is NSOL still under pressure?
Do you think it's a good buy at this prices?

Thanks in advance

JL



To: steve harmon - analyst who wrote (1792)6/4/1999 8:08:00 PM
From: mike.com  Read Replies (1) | Respond to of 4337
 


Steve, on June 2 Soundview put out a BUY rating on IATV.
Here's a couple paragraphs from the report:

"We are initiating coverage of ACTV with a buy rating. The
company's
Individualized TV and HyperTv technologies could enable
compelling
and pervasive applications in interactivity and convergence with
significant commercial potential. During the next 12 months, both
ITV
(interactive TV) and HyperTV should be commercialized and start
to
drive revenue growth. Longer-term, the growing acceptance of
interactive TV and TV/Internet convergence should create several
growth
oppertunitues for ACTV. The stock has gone up 300% year to date
because of Liberty Media's (100% owned by ATT) increasing
interest
and investment in ACTV, but we believe the current stock price is
far
from fully reflecting the potential of ACTV's technologies,
programming,
and distribution relationships. We set a 12-month price target of $
25."
"Based on the above considerations, we believe ACTV has the
potential
of becoming a multi-billion market cap company during the next
few
years. Based on the prospects of immediate opportunities and the
long-term potential of ITV and HyperTV, we would conservatively
put
ACTV's valuation at 1 Billion, with significant upside potential."

Today Soundview reiterated their BUY rating and stressed that shares
should be purchased before the Cable 99 show in Chicago which gets
under way next weekend. Sounds like some great news may come out of
this show. It's very unusual for a firm to reiterate a buy so soon after
they recommend it.

I also like the fact that they say outright that they are being conservative
and say the market cap has significant upside potential. The story
continues to unfold and just gets better and better. Are you following this story Steve?



To: steve harmon - analyst who wrote (1792)6/4/1999 10:02:00 PM
From: Bretsky  Read Replies (2) | Respond to of 4337
 
Steve, ATHM vs. AOL.......ruling significance
Could you please comment about the significance of the AT&T ruling today ?? Does this change ATHM's long term future in your view, or might it suggest that I should consider removing ATHM from my holdings with a 33% loss ?

As always, any views are greatly appreciated.

Brett



To: steve harmon - analyst who wrote (1792)6/5/1999 10:43:00 AM
From: chirodoc  Read Replies (2) | Respond to of 4337
 
steve, a lot of us wonder about ATHM

many investors say that you watch who drops the least in the sell-off and buy the heck out of them for the rebound. but, if ATHM is over-sold then this is a great time to add to positions.

do you still think ATHM will continue to deliver as "AOL on steroids."

i personally have a lot of faith in the management team when backed by ATT and cable.

your 2 cents?

curtis