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Technology Stocks : For Hedge Fund Analysts and Managers
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To: Beltropolis Boy who wrote (386)11/14/2000 11:11:42 PM
From: NotNeiderhoffer  Read Replies (2) of 499
 
TD,

Enjoy the trip down memory lane. I am hangin at the UBS Warburg/PaineWebber/JC Bradfordmergerfromhell conference in rainy NYC. The crowds are a bit thin but they are sparing no expense with filet mignon for lunch and all sorts of goodies for snacks. Either they love the buyside or want to unload a bunch of left-over Halloween candy on us.

I spent an hour and a half with the CEO and CFO of PLCM and teased them about their chart. It finally cracked ya know. They get to everything sooner or later. Biz sounds fine BTW.

RBAK gave a canned presentation and then refuted today's top five rumors. Not to be confused with yesterdays top five rumors. I guess with Reg FD everytime you file a 10-Q it sets off panic attacks because nobody read them prior to October 18th. It will likely take Wall St a while to get used to this new concept. Reading filings that is. Perhaps the kids on the Street did not hang out with these folks like I did growing up:

rif.org

RBAK managment also learned what ARTG learned last week. Namely that you lose, at least temporarily, about $100 million in market cap for every $1 million in receivables you decide to factor. From what I hear the shorts pretty much controlled the breakout session too.

Of course CMVT was flawless. However it bothered me that in the breakout session nearly every question came from dudes in ugly pinstripe suits who sported serious english accents. Silly me, I thought Janus was the last guy in the name but it appears Saville Row owns the stock too. Ring the bell cuz the dumb money is in.

NotsurewhytheBritsalwaystoptickemNeiderhoffer
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