Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

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Nov 20 3:59 PM EST

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To: Trader J who wrote (3949)	1/12/1999 12:41:00 PM
From: Triffin	Read Replies (7) of 56535

TJ..THREAD..PROJECT Spoke to Jeff last nite about a project for the thread..and wanted to run it by everybody to see if you are willing.. The premise is that corporate America has been making i-net related investments for the past three years or so and now the thrend to cash in on those investments is beginning by "unbundling" these investments and doing IPO's with a large retained ownership interest by the parent co.. ie.. WCAP/COOL..MALL/UBID..DBCC/MKTW..NAVR/???? Every CFO in the country has seen this process as a way to cash out of their i-net investments @ 100X or more..so this will continue to happen.. The underwriters will 'time' their offerings to co-incide with rally phases in the general market and in the internet sector in particular.. What I propose is that we collectively scour the net for any and all IPO news..coming registrations etc..also calling companies' cfo's where there is the prospect for an i-net subsidiary IPO..ie NAVR.. As we uncover prospects..we trade the parent..up to the subsidiary IPO date..then on to the next one.. We can 'assign/volunteer' thread members to targeted issues. I started to do this around Turkey DAy.. see posts #16214..#16911..#17815..#20911 on TMEX thread for current/future candidates..I think this unbundling process has a long way to go and would be a good focus for us $$$ wise..we're already in DBCC..NAVR..anyway.. Is this a worthwhile use of our time and $$$ ????? Jim in CT..here's the portfolio techstocks.com

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