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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread.

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To: Paul Senior who wrote (143)	4/27/1999 12:34:00 AM
From: Bill Zeman	Read Replies (2) of 194

Paul I sold my LPGL today at 27 5/8. 1/8 above the low for the day. Not such good timing this time! Oh well, I still made 3 points on it in less than a week. I have an order to buy back in at 22 1/8. I did some calculations that prompted my sale. I figure the value of the stock like this: Core business: $12 NETG $ 4 NETP $ 4 RAMP $ 2 Consensus $ 2 _____________________ Total $24 I know they have holdings in about 11 more companies with some future IPO potential, but I am not overly impressed with any of these companies. None of them really jump out at me as killer internet apps. I figure it will be a good buy under $24 and a good sell over $30. The pre IPO excitement and let downs as well as fluctuations in the prices of NETP and NETG should provide plenty of good buying and selling opportunities. Are you still in? At what price? Bill Zeman

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