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To: Craig K who wrote (90)	6/10/1999 8:16:00 PM
From: Peter V	Read Replies (1) \| Respond to of 790

CCSI did what CL and I predicted, albeit on different threads. CCSI is a story stock, which IMO, the company has fed shareholders a decent story and strung them out for years. Sell the news was in full operation today. BWT was weak today, I got in a bit early, but in the black today. LOAX looks like a good ISP short, I need to research it a bit more. I exited MCHM today, it was holding up well over teh last two days and it may rebound if the market shows any strength. It is a great short anytime they pump it over 10, the drug delivery system doesn't work very well.

To: Craig K who wrote (90)	6/10/1999 10:47:00 PM
From: Tom Hua	Read Replies (1) \| Respond to of 790

Craig, I like MALL as a long. Management is always thinking about enhancing shareholders value. They did it with the founding and spinoff of UBID. Now that UBID is independent, MALL has recently launched another subsidiary, ecost.com which has its own management team. Ecost.com will benefit from the infrastructure, administrative and financial support from MALL much like UBID did. At 7s, it's very attractively priced for a double without help from ecost.com. MALL will trade much higher when ecost.com is ripe to go solo. Regards, Tom