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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Wizard who wrote (8)4/13/2000 9:37:00 PM
From: NotNeiderhoffer  Read Replies (3) of 499
 
Wiz,

I see Lunchpail Dave (LD) decided to join us. Tell him to take off his jacket and stay awhile. Speaking of clothes, we have recently gone business casual and I will have to hang up my Oxxford suits and shop elsewhere. I need some help and would guess LD knows these folks:

carhartt.com

So, I am looking for fashion tips and have been warned that jeans are verboten, not to mention jogging suits like those favored by overweight mobsters.

Speaking of mobsters, tell LD I will not be able to join him down at the joisey shore this summer. I just can't take the chance of bumping into a waterlogged Soprano crew member while bodysurfing.

Now as far as Bulldog is concerned, I am afraid I can't help you. I did hear they ran three different funds clearing DLJ, and DLJ had liquidated the one with the problems. The only stock I knew for sure that they owned was OMKT, and I think they had built a larger position than the 115,000 shares that Spectrum had showed as of year end.

Kinda makes sense. Those two (OMKT and Bulldog) were a match made in heaven given that it will take an extra large pooper-scooper to clean up the mess they have respectively left behind.

Glad to see everybody has time to shoot the breeze during earnings season. So far I am two for two (two good numbers and two stocks that traded straight down after they reported).

Time to head home. You know where to find me...

barcar.com

NotsureiftheCOMPwillhold3640tomorrowNeiderhoffer
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