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Technology Stocks : IPO "comps"

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To: capitalistbeatnik who wrote ()	12/9/1999 2:34:00 PM
From: theflyinthebottle	of 6

Chemdex. . . I sold covered calls on Chemdex approximately a half month ago, and I have already maximized my return given the strike price of the contract. However, it was amazingly a 100% return. This recent flurry though hardly represents a cusp for Chemdex and other internet software companies that, in a B2B sense, aggregate buyers and sellers in real-time for a specific industry. If you like the vertical business model, look into pcOrder (PCOR) and Sciquest (SQST) as well. At this point I'm sure you have digested my recommendations for Ubarter.com (UBTR) tomorrow. If you want to see other possible option plays look on the FMKT board again.

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