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To: wlheatmoon who wrote (49321)6/24/1999 5:17:00 PM
From: John Pitera  Respond to of 86076
 
Mike, I will keep track of KOOP, it will be interesting to see how some of these net stocks play out.

Many feel burned that they were not hoping into xcit, locos cmgi back in the summer of 1997 when they were all below their IPO price, that is what we have witnessed last summer and this spring, compensation for missing 1997.

there is another net medical play that I owned for a trade last fall
I don't remember the name it's one that Garrett Von waggner pumped up on cnbc in the winter.

I will try to recall that , I may have to check my records.



To: wlheatmoon who wrote (49321)6/24/1999 8:35:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 86076
 
Believe it or not I am tracking koop too. Even though it is nothing right now in terms of value add and even has less going on than thestreet.com. But healthcare is hot and that time to market thing. Also koop is getting classified as junk right now by the analysts (um, except the underwriting firm). I think it will get knocked down a few more points when the lockup expires and then I will step in... in contrast I don't think I'd pick up tscm at any price.

Drugstore.com is really hot too, soon to IPO.