Sept 10,2001 ( cont )
[18:01] crispy >> How are you doing ACS, having a good year?
[18:01] milliondollars >> do you knoe pooh richarson
[18:01] milliondollars >> know
[18:01] crispy >> I don't
[18:02] +ACS_101 >> You picked a great day to ask, SKIL was my largest open position remaining. I am doing fine.
[18:02] +ACS_101 >> I'm not the most aggressive trader around here LOL
[18:03] milliondollars >> if i move to LA i would look at the palisades area
[18:03] milliondollars >> there are so many great areas to live in La
[18:04] Davidh >> compton's nice this time of year
[18:04] milliondollars >> bs
[18:05] Davidh >> lol
[18:05] mweka >> who on site lives in LA?
[18:05] crispy >> Palisades is a great place to raise kids
[18:05] anthony >> longy itie and otaku and kenny
[18:05] mweka >> ah
[18:06] mweka >> AP u like basketball?
[18:06] mweka >> I do have some access to good seats for Clippers (2nd Row) free throw line
[18:06] milliondollars >> mweka are you from LA
[18:06] mweka >> I used to live there
[18:07] milliondollars >> i'm out in LA once a month
[18:07] anthony >> yes mweka
[18:07] crispy >> Congrats on SKIL ACS, I got out a long time ago. I had MCOQE and TELM today which were nice
[18:07] milliondollars >> do you prefer LA or NYC
[18:08] anthony >> id go to hgame with ya
[18:08] anthony >> id go to a game with ya
[18:08] anthony >> anytime
[18:08] Charlie_Meadows>> wow, i feel so slighted
[18:08] anthony >> CM also lives in la
[18:08] +ACS_101 >> Jeez TELM , I made a great profit and covered......
[18:09] milliondollars >> tony, la Clipper not the san diego clipper
[18:09] +ACS_101 >> .....at xaccly twice today's closing price.....
[18:09] +ACS_101 >> How long you've been holding that one?
[18:10] crispy >> I've been in and out of it, but caught most of the drop from ~19
[18:10] kenny >> Clippers will be better this year
[18:11] +ACS_101 >> 's nice
[18:11] kenny >> use yo have season tickets
[18:11] kenny >> to
[18:11] anthony >> i cant remember every single perosns residence at all times
[18:11] anthony >> but i try
[18:12] kenny >> what happened to POPO ??
[18:12] kenny >> great guy
[18:12] anthony >> he is around
[18:12] kenny >> is he still here?
[18:12] Quack >> You give him a pick, Kenny?
[18:12] kenny >> lol
[18:12] anthony >> he was here just a few eeekends ago
[18:13] Quack >> Put truth on RTCI-easy pickins
[18:13] anthony >> whats the point
[18:13] Quack >> ?
[18:14] anthony >> thats like shooting a cadaver at the mourgue
[18:14] Quack >> ROFL
[18:14] Quack >> kl
[18:14] anthony >> if it rises
[18:14] Quack >> Good Point. Going back to nest.
[18:14] anthony >> then we take out the chain saw and remove its bowels
[18:14] Charlie_Meadows>> is there a gun large enuf to shoot a cadaver?
[18:15] kenny >> ouch
[18:15] Quack >> Nite all!!!!!!!!
[18:15] steviee >> ever see the human cannonball?
[18:15] Charlie_Meadows>> peace out duck
[18:16] kenny >> aflac take care
[18:22] anthony >> my atty's phone wont hang up
[18:22] anthony >> fack
[18:22] anthony >> evrytimje he picks up his phone im still here
[18:22] kenny >> u are on the clock
[18:22] kenny >> how much is ha an hour?
[18:22] anthony >> what kind of crap is thatt
[18:22] kenny >> he
[18:23] anthony >> u referred him im billing u
[18:23] NICK >> tick $ tick $ tick $$$
[18:24] mweka >> I knew CM libes in LA
[18:24] mweka >> lives
[18:25] mweka >> I will figure out what tickets I can get ..... wish I had kept my laker seats...
[18:27] milliondollars >> me too
[18:28] milliondollars >> i paid $500 dollars for one ticket lakers vs. sixers
[18:28] mweka >> my broker paid a lot more than that.... bwahahahahaha
[18:28] milliondollars >> i'm the number one sixer fan.
[18:28] mweka >> I was at game 3 - center court. 1st row. in my Shaq jersey.
[18:29] mweka >> I was lucky to walk out alive
[18:29] kenny >> bill me??? lol
[18:29] anthony >> i was at home watching tv in my bart simpson shirt eatin a slim jim
[18:29] milliondollars >> i was at that game with my dad
[18:29] mweka >> a lot safer AP....
[18:29] anthony >> itie says he should be able to see some tomorrow and will be b ack then
[18:30] milliondollars >> heart breaker- i grew up a sixer season ticket holder for 8 years
[18:30] mweka >> I feel badly for him..... I had it done..... my LASIK went well..... 20/70 -> 20/15
[18:30] mweka >> last time the Sixers will be there for awhile....
[18:31] mweka >> SS SIXERS 15%
[18:31] anthony >> I found out some info about rags
[18:31] anthony >> he was traing slph against us
[18:31] anthony >> tryin to squeeze buy ins
[18:31] anthony >> its confirmed
[18:31] anthony >> when it didnt work
[18:31] milliondollars >> i will bet you a sixer/laker jersey the sixer will be in the championship next year
[18:31] nico >> he was doing same on emex
[18:31] +ACS_101 >> death wish
[18:32] mweka >> as we have agreed many times before, squeezing shorts (in scams) not a viable business strategy
[18:32] anthony >> he had to sell his long for a loss
[18:32] NICK >> hewas jaming a lot of the calls
[18:32] anthony >> and he had to use somoen i know to get out of his lkong
[18:32] mweka >> I would love to take our side of the bet every time
[18:32] anthony >> he lost alot of money on emex
[18:33] milliondollars >> rags trading account wasn't that big
[18:33] anthony >> his acct is puny[18:33] anthony >> he deserved to lose
[18:33] anthony >> his money
[18:33] mweka >> EMEX? SLPH? lunacy to squeeze them
[18:33] anthony >> the guy was bad news
[18:33] mweka >> it is like trying to squeeze Bond.... impossible
[18:33] anthony >> trading wise
[18:33] anthony >> mw
[18:33] anthony >> thats right
[18:33] mweka >> I feel bad for his physical condition....
[18:34] anthony >> actually i dont care anymore
[18:34] mweka >> he obviously does not understand the game
[18:34] mweka >> hugher it goes, the better the sales are for us
[18:34] anthony >> worse things happen to better people all the time
[18:34] anthony >> some people say they were sad at what happend to me
[18:35] anthony >> ..let me tell ya
[18:35] anthony >> what happend to me was nothing
[18:35] mweka >> true... but to be disabled is a shame.....
[18:35] anthony >> i considr myself one of the most fortunate people on earth and i am grateful for it all
[18:35] milliondollars >> the mcdonald fraud guys are from Atlanta
[18:35] mweka >> I wish no one ill will
[18:35] anthony >> i wish no ill will on him
[18:35] anthony >> at all
[18:36] anthony >> never ever would io
[18:36] mweka >> I know that you don't
[18:36] anthony >> but im not as moved by it
[18:36] anthony >> its all a test
[18:36] anthony >> to see how you respond
[18:36] mweka >> we all take our health for granted......
[18:36] anthony >> do you lash out
[18:36] anthony >> or do you become better for it
[18:36] mweka >> it is important to be grateful for all that we have
[18:36] mweka >> true
[18:37] anthony >> maybe someday he wil learn that life isnt about what you can get away with but its about what you can givce away
[18:37] anthony >> maybe someday he wil learn that life isnt about what you can get away with but its about what you can give away
[18:37] bigelow >> LCBM FYI Message 16325697
[18:37] mweka >> true.... very true....
[18:38] anthony >> I have read and analyzed LCBM and im convinced of one thing
[18:38] anthony >> It will be approved
[18:39] anthony >> absolutly
[18:40] mweka >> what do we do when it gets approved?
[18:40] anthony >> .The dispute resolution team
[18:40] anthony >> was picked by both sides
[18:40] anthony >> they agreed to use a third party
[18:41] anthony >> its approval ..is in the bank
[18:41] mweka >> but the product has very little efficacy, no?
[18:41] anthony >> all things point to this
[18:41] anthony >> yes it has little efficacy
[18:42] anthony >> not very useful but it will be availabl;e
[18:42] anthony >> in teh states
[18:42] anthony >> european sales are dismal
[18:42] anthony >> so we will see
[18:43] Mongo >> vtss warns
[18:43] +ACS_101 >> Tony it reminds me of a play last summer when you were away, a biotech play INKP which got FDA approval for a drug. One product wonder.
[18:44] +ACS_101 >> It surged on volume spin to 8's and 9's for days. Finally sold off into the 6's.
[18:44] +ACS_101 >> Now its 2
[18:45] +ACS_101 >> Pre-colonoscopy drug, was pumped on CNBC for days.
[18:45] +ACS_101 >> It was referred to on the site as "buttsalt".
[18:45] +ACS_101 >> I don't see why this one is any different
[18:47] Presence >> Ineed help iinstalling 3 minitors on win2000
[18:48] Presence >> PLEEEEEEEEEEEEEEZ
[18:50] Presence >> ACS - you here
[18:50] Presence >> i need wolff's phone #
[18:50] Presence >> anyone hve wolff's #
[19:01] mweka >> Pres why didn't you say so?
[19:01] mweka >> support.microsoft.com
[19:01] mweka >> that is the link u want
[19:04] +ACS_101 >> I guess Pres hadda reboot
[19:05] +ACS_101 >> Of course if he can't get his monitors up, he'
[19:05] +ACS_101 >> Of course if he can't get his monitors up, he'll have a heckuva time reading that support sheet.
[19:05] +ACS_101 >> The old Microsoft catch -22
[19:05] mweka >> good point ACS
[19:06] mweka >> when he calls tell himt o hit f8 quickly so he can do a "Safe Boot"
[19:06] +ACS_101 >> They have all this great support info on the web about when Windows doesn't boot. -- LOL
[19:06] d2 >> there is no such thing as "safe" with Pres
[19:18] Presence >> anyone have wolffs #
[19:19] d2 >> i am pming you pres
[19:19] Presence >> ok
[19:28] mweka >> did u see the link Pres?
[19:28] mweka >> support.microsoft.com
[19:52] anthony >> the hiddity factor was high this weekend
[19:52] anthony >> hiddity factor all time high
[19:59] crispy >> Tony can I call you?
[21:58] petewitt >> cnn.com
[22:07] anthony >> Frank Goelo the crim...
[22:13] +ACS_101 >> Are we going to object, and send a 50 lb box of documents?
[22:14] anthony >> now we all see hgis ugly mug
[22:15] anthony >> his
[22:19] anthony >> NICK i gotta call ya back
[22:19] anthony >> i got a call i gotta finish
[22:19] NICK >> np
[22:20] RL >> Tony: I prefer this picture of Francois Goelo; funphone.com
[22:20] anthony >> LOL
[22:20] NICK >> lol
[22:20] steveh >> Hi everyone
[22:21] steveh >> I ahven';t had a chance tor eview the LCBM FDA report yet. I'll try to get to it tonight
[22:21] steveh >> Helllooo!
[22:29] anthony >> anyone around i have a situtation to discuss in 10 minutes
[22:30] sygr >> sure
[22:30] anthony >> situation
[22:30] steveh >> yup
[22:30] zeez >> sure
[22:30] backman >> x
[22:30] hub >> x
[22:30] NICK >> x
[22:30] anthony >> ok in 10 mins lets see if any other show up
[22:30] petewitt >> x
[22:31] d2 >> Jerry Wang >Market participants are still so complacent in today's environment that a true market bottom does not appear to be in sight.
[22:31] d2 >> Bear markets simply do not end while everyone is out hunting for bargains.
[22:35] devo >> is audio on?
[22:35] Jetups >> x
[22:36] devo >> dang
[22:36] devo >> san diego?
[22:36] d2 >> nope
[22:36] d2 >> no audio yet
[22:36] devo >> oh ok
[22:37] +Crav >> unable to connect to server
[22:37] anthony >> it wont be audio
[22:40] d2 >> NIKKEI 225 +75.71 10271.40 0.74% so far
[22:40] anthony >> d2 that makes me think that we are doomed
[22:40] anthony >> if we ahve to look at the nikeei as guidance
[22:41] anthony >> so far the nikkei has imploded nicely for years at a rate of 3 to 5 implosions per year
[22:41] anthony >> OK
[22:41] anthony >> who all is present
[22:41] d2 >> x
[22:41] anthony >> lets get this how started
[22:41] zeez >> Nikkei as guidance: lets see, 14 years dropping from the peak as I recall
[22:41] goshortu >> x
[22:41] mweka >> 5 x
[22:41] anthony >> show
[22:41] zeez >> x
[22:41] NICK >> x
[22:41] +Crav >> x
[22:41] backman >> x
[22:42] Mongo >> x
[22:42] Henk >> x
[22:42] anthony >> OK.......2 things
[22:42] mweka >> are we going audio?
[22:42] +ACS_101 >> x
[22:42] hub >> x
[22:42] anthony >> no
[22:42] steveh >> x
[22:42] mweka >> k
[22:42] d2 >> who has been short the nikkei since 48000
[22:42] anthony >> d2 i sold my t rowe price japan fund when it was 45,000
[22:42] sygr >> x
[22:42] d2 >> kewl timing
[22:42] anthony >> not really
[22:42] anthony >> just needed the money for my fiorm
[22:43] anthony >> and immediately shortted solvex at 17
[22:43] anthony >> and it went to 32
[22:43] anthony >> just lucky
[22:43] anthony >> ok CCU
[22:43] anthony >> anyone here of it
[22:43] anthony >> anyone here of it??
[22:43] anthony >> 50 dollar book value
[22:43] steveh >> nope
[22:44] anthony >> I have a source
[22:44] mweka >> clear channel
[22:44] mweka >> yeah
[22:44] sygr >> clear channel
[22:44] mweka >> friend of mine used to be on trhe board
[22:44] anthony >> that says they will make an aquisition soon
[22:44] mweka >> they have been very acquisitive
[22:44] anthony >> so my question is what makes sense
[22:44] d2 >> CCU is a major investor in XMSR.
[22:44] mweka >> shorting CCU
[22:45] anthony >> aside from being dumb what else can they do
[22:45] mweka >> why guess on the target when u can shor the acquiror?
[22:45] anthony >> my guess is a stock that i think is it
[22:45] anthony >> I really think this is the one
[22:45] anthony >> ready
[22:45] mweka >> ready
[22:45] anthony >> i need you to tel me if it makes sense
[22:45] anthony >> A
[22:46] sygr >> agilent?
[22:46] d2 >> no way agilent
[22:46] +Crav >> posting ccu reports on the crav board
[22:46] zeez >> 'spent $20billion in aquisitions last year...' !
[22:47] Kris >> CCU chart is telling us someone is pricing a major event into them
[22:47] mweka >> they are acuqisitive, but why A?
[22:48] anthony >> not a
[22:48] mweka >> I am, by the way, hearin BMY is about to buy a stake in IMCL
[22:48] anthony >> A ....
[22:48] hub >> wwf
[22:48] mweka >> a
[22:48] mweka >> ah
[22:48] Kris >> avnx
[22:48] anthony >> AK
[22:48] Kris >> akam
[22:48] Kris >> come on already
[22:48] anthony >> my bet is on AK
[22:48] zeez >> 20 questions time?
[22:49] anthony >> tell me im crazy
[22:49] mweka >> that could make sense
[22:49] d2 >> 'Cheap Channel' is their nick name
[22:49] mweka >> large amount of block volume in AK lately
[22:49] anthony >> tell me
[22:49] anthony >> im nuts
[22:49] anthony >> and ill say ok
[22:50] anthony >> otherwise im buying a bunch of options
[22:50] mweka >> peanut acquisition
[22:50] anthony >> screw the stock
[22:50] zeez >> AK took a pop 6 days ago with no news ?
[22:50] mweka >> no reason to short CCU if true
[22:50] ssgold >> earnings - 9/11/01
[22:51] Henk >> Tony "you are nuts" do I get my price now? (for complyance that is)
[22:52] d2 >> forfeit it on spelling
[22:52] anthony >> so what say you all??
[22:52] d2 >> u r nuts :)
[22:52] tjrideout >> No options on AK
[22:52] Henk >>
[22:52] mweka >> 1 minute....
[22:52] anthony >> oh fack
[22:52] zeez >> why AK as opposed to some other radio group?
[22:52] anthony >> yep no options
[22:53] zeez >> seems low probability play to me
[22:53] mweka >> timing??
[22:53] markb >> I know AK well. work with outdoor media group. They are morons!!!
[22:53] Kris >> this guy has a pt. messages.yahoo.com
[22:53] anthony >> my guess is 10 days
[22:53] anthony >> kris i saw that
[22:54] anthony >> so lets keep this very quiet
[22:54] sygr >> what price do you think it could go for??
[22:54] anthony >> especially if im wrong
[22:54] Kris >> lol
[22:54] zeez >> lol.
[22:55] d2 >> ak > Ackerley Group, at its projected leverage targets, could potentially violate the terms of its bank agreement. > so yes , they need rescuing
[22:55] tjrideout >> looks like its a family run biz - three officers with same last name
[22:55] anthony >> my guess based on cahs and equity and debt is 18-25
[22:55] zeez >> there used to be a rule about your longs, Tony...
[22:55] anthony >> zeez
[22:55] anthony >> yes
[22:55] zeez >> lol
[22:55] anthony >> i aint long
[22:55] anthony >> im just speculatin here
[22:55] zeez >> oh, ok.
[22:55] Kris >> no vol
[22:56] anthony >> kris wrong
[22:56] Kris >> you speculati9ng..or you hearing shit
[22:56] anthony >> there is volume
[22:56] anthony >> poppy kinda volume
[22:56] anthony >> wierd volume that makes no sense
[22:56] d2 >> last paragraph > seattle.bcentral.com
[22:56] d2 >> old article tho
[22:56] mweka >> it trades (cuff) around 10x EBITDA -- I am not sure what the other multiples are
[22:57] anthony >> nice find d2
[22:57] anthony >> way to make me more baffled by this idea
[22:57] zeez >> something changed on 8/31 and 9/4
[22:57] anthony >> ok im buyin a few shares as a giggle
[22:57] anthony >> if im wrong
[22:57] anthony >> blame d2
[22:57] d2 >> g
[22:58] anthony >> but if u bid this turd up
[22:58] anthony >> i wont buy it
[22:58] Kris >> tony ...you speculati9ng..or you hearing shit
[22:58] anthony >> i aint payin more than 13
[22:59] +Crav >> gabelli group owsn 24.31 % of AK
[22:59] anthony >> well
[22:59] goshortu >> nice crav
[22:59] anthony >> i hate to sound like tim luke
[22:59] Kris >> pretty big short interest in it 17.5 days....with avg vol only 22k
[23:00] anthony >> shgort is near its 52 week low
[23:00] anthony >> 380K'
[23:01] anthony >> whats really funny is when april came and EVERYTHING went up this went down
[23:01] anthony >> and now its up when everythig is down
[23:01] anthony >> ok so now you know
[23:01] d2 >> crav, see if you can get Gabekki on the phone, thanks
[23:02] anthony >> what i think
[23:02] d2 >> Gabelli
[23:02] Kris >> thnx tony...will buy 20k on mkt ordre tomorrow am :)
[23:02] anthony >> what ya gonna do about ity
[23:02] d2 >> kris :)
[23:02] markb >> I know mgmt through biz. 1st generation very smart, but doing society stuff now
[23:03] markb >> 2nd generation (Chris Ackerley) ain't brightest tool in shed
[23:03] mweka >> Ackerly family controls 9mm A shares and 11mm B shares - 88% voting, 55% economic
[23:03] markb >> I find it hard, knowing what huge egos they have, that they'd want to undo Daddies empire.
[23:03] mweka >> my erro on EBITDA.... more like 30x
[23:03] markb >> But I'll bet the banks are cramming it down their throats.
[23:03] Kris >> tony....on a more serioius note....you think many were short LCBM before the 50% pop and are covering...on FDA news?
[23:03] mweka >> they have not performed well
[23:04] markb >> They used cashflow from billboards to collartorize notes from banks to buy radio stations
[23:04] mweka >> 9x Debt to EBOTDA
[23:04] zeez >> the debt squeeze is likely convincing AK...
[23:04] anthony >> bloted
[23:04] anthony >> booted
[23:04] anthony >> what i miss
[23:04] Kris >> tony....on a more serioius note....you think many were short LCBM before the 50% pop and are covering...on FDA news?
[23:04] mweka >> Merrill thinks private market value is approx $25 though
[23:04] mweka >> 9x Debt to EBOTDA
[23:04] markb >> No ad revenue in crapper, the billboard comp[any is bleeding, and can't help radio stations.
[23:04] mweka >> they have not performed well
[23:04] anthony >> yes kris i do
[23:04] anthony >> tons
[23:05] mweka >> my erro on EBITDA.... more like 30x 2001 and 20x 2002
[23:05] mweka >> too much dot com revenue
[23:05] Kris >> tony....from much lower...ie 5-6
[23:05] anthony >> right
[23:05] markb >> Tony - can you read logs. I talked about what I know about mgmt from biz relationships
[23:05] Kris >> that makes sense...thnx
[23:05] anthony >> ok mark
[23:06] anthony >> does anyone think this is a possibility?
[23:06] +pluvia >> 6 ap did anyone study the LCBM securities offering?
[23:06] anthony >> pluv whicjh one
[23:07] +pluvia >> 6 what's a possibility apo
[23:07] markb >> I'm willing to try a spec M&A long on AK
[23:07] +pluvia >> 6 I think they have just one recent one ap that they have to keep current
[23:07] anthony >> pluv lcbm is hurtin
[23:07] mweka >> 23,152 shares
[23:07] anthony >> i have read their filings and it is ugly
[23:07] +pluvia >> 6 I figger lotta stock gonna come out now on lcbm
[23:08] anthony >> yeah
[23:08] anthony >> i know
[23:08] anthony >> the thing is dude
[23:08] +pluvia >> 6 be foolish if they don't blow em out
[23:08] anthony >> this gel; is really quite garbage
[23:08] anthony >> they will get approval
[23:08] anthony >> i believe that now
[23:08] anthony >> but i see no benefit
[23:09] mweka >> which part pluv, the part about their legal procedings?
[23:09] zeez >> it will be like snrs...
[23:09] anthony >> europe sales suck
[23:09] Kris >> Tony...i don't see a large short interest in LCBM before aug 15. only 27k shares...??
[23:09] anthony >> BK3S U C K
[23:09] mweka >> In March 2000, we were served with a lawsuit by The Straumann Company alleging unfair competition and trade dress infringement surrounding our STAGE-1 Single Stage Implant System. Straumann Company moved for a p
[23:09] anthony >> 4S U C K
[23:09] +pluvia >> 6 no mw - registered sellers imo will sell
[23:09] +pluvia >> 6 I read the lawsuit ot be immaterial
[23:10] anthony >> 4 EUROPEAN 3 S U C K
[23:10] anthony >> 4 EUROPEAN 7 SALES 3 S U C K
[23:10] sygr >> US sales will suck also
[23:10] +pluvia >> 6 ap the smoking gun would be to talk to jj's arm and see if they have another product they prefer
[23:10] anthony >> agreed
[23:11] anthony >> j & J must sell a competing product
[23:11] +pluvia >> 6 there's gotta be a product that competes and beats this product...
[23:11] +pluvia >> 6 gotta be one...
[23:11] anthony >> lets pretend we own a hospital and go shopping tomorrow at J & J
[23:11] +pluvia >> 6 we need to talk to hoo hoo surgeon
[23:11] +pluvia >> 6 lol sounds good
[23:12] anthony >> this stock has enterd un chartered water
[23:12] anthony >> it reminds me of snrs so much i bleed when i think about it |
