Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.820

+5.2%

Nov 12 3:58 PM EST

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To: Bill Wexler who wrote (5405)	12/9/1999 1:32:00 AM
From: Graeme Smith	Read Replies (3) of 10293

Bill, What are your thoughts on VLNCs release? Likely to be any more to come? I got killed today on still being short VLNC and ZIXI (and WEBB). ZIXI I'm not to worried about, todays news release was pretty comical. 160 people using ZixMail. They should be almost overtaking Hotmail soon. However I'm very nervous about VLNC, it has now grown to 10% of my portfolio. I'm trying in to decide in I should box, half or all of VLNC. Also my big loss from Yesterday, DVNT, almost doubled over 2 days to $25 on the announcement that 900,000 warrents were cashed for $2.50 each. If they wish to offer me some warrents I'll gladly pay an over the top $5 for them. News of this ought to be enough to raise the stock price to $60 by the time I sell. Days like today I hate the Bull market. I just have to keep reminding myself if it wasn't for days like today and this incredible bubble, there wouldn't be the huge disconnects in stock prices that make shorting so profitable.

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