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Strategies & Market Trends : Three Amigos Stock Thread

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To: Ken W who wrote (28662)	6/4/2002 6:27:38 PM
From: Sergio H	Read Replies (1) of 29382

Ken, regardless of interpretation, I am sure that you'll trade it ;-) DFIB financing doesn't make much sense to me either...it's not going to help the stock price, but I like DRAX' deal. They're focusing their business plan, financing it and making a commitment to make it or break it in a larger market. Another buy reiteration on CCUR: CCUR: reit buy - TGT$12; recent legal concerns for Concurrent`s major competitors apparently do not pose a threat to CCUR. Pricing of VOD systems (at approximately $325 per stream) reiterated by management. Contention rates, on average, of 8%-10% at Concurrent-enabled VOD sites reiterated by management. Add-on business, primarily at AOL (BUY), remains strong finance.lycos.com CLGY came out with Tostrex NDA, without much fanfare. Tostrex is a bigger deal that Cellegestic. Max is getting some award tonight. Catch you later.

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