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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (8652)6/24/1999 7:17:00 PM
From: xcr600  Read Replies (2) | Respond to of 57584
 
Hi Rande.

UOLP- here is another line from the pr that should be a red flag to would be holders: The conversion price equals the average closing price of the Common Stock over the five
trading days prior to the date of the agreement.
I wouldn't be surprised to see this under 5 within two weeks.

Looks like we are near some buying opps on the big boys. YHOO being fairly dip resistent, with earnings right around the corner.

BDE- Don't forget, they also have issued a floorless. At least this one is holding up better than I expected. (I'm still long.)

MALL is actually very undervalued compared to it's peers. Might be a bit out of favor now that UBID has been distributed. SOme good DD over on the MALL thread. Also has the potential spinoff of another net co.

x



To: Rande Is who wrote (8652)6/24/1999 11:53:00 PM
From: Rande Is  Respond to of 57584
 
By request. . .correction on post replied to. . .

Should state: "We have two and a half years of Alta Vista revs"



To: Rande Is who wrote (8652)6/28/1999 10:37:00 AM
From: Zeev Hed  Respond to of 57584
 
Rande, it seems that getting out of UOLP last week was indeed a smart move, it is tanking quite rapidly.

Zeev