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Technology Stocks : Creative Computers(MALL)

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To: FawnVu who wrote (381)11/20/1998 9:39:00 PM
From: Tom Hua  Read Replies (5) of 1634
 
Fawn, I'm fully aware of a very different valuation model for net stocks. And that's precisely what I did. I used WS valuation for comparable computer auction net stocks as a benchmark for UBID, specifically the leaders in the field ONSL. It turns out EGGS (no more brick-and-mortar, all net now as you know) is getting almost the same valuation as ONSL too.

Yes, I'm short MALL (from the high 20s) and am ahead a few dollars. On the day before UBID's IPO, I'll share with you my strategy for probable quick profits within the first 15 minutes of UBID's opening (which requires some actions the day before the IPO).

Regards,

Tom
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