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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (2030)	7/13/1999 8:56:00 AM
From: lindend	Read Replies (1) \| Respond to of 10293

Never underestimate CCSI. Just when you think its dead, like a Phoenix it rises from the ashes back into shortable range. My only concern is now that the "deal" is signed, all the hype potential is gone from it (ala CUST). Edit: BTW, did you ever determine if GUMM is a bear trap?

To: Bill Wexler who wrote (2030)	7/13/1999 10:51:00 AM
From: Marconi	Read Replies (1) \| Respond to of 10293

Hello Mr. Wexler: BTIM BTIM looks like it is going to top this week at 14+. I thought it was going down for the count when it recently went below 10. I was wrong. As long as they have money to expend, I think I should ride the rises down repeatedly, preserving the age of my shares short. I expect it to continue to cycle to lower highs and lower lows. I do not believe they will ever find enough of anything to run as a business to justify present market cap of 150M. Volume extenders are a low margin business. Again, if they demonstrate some business to be had, I think the heavyweights will formulate their own extenders and rule out any business on the lines of tens of millions. The heavies have the distribution channels nailed very well. I would short more at 14+ but I do follow a diversification discipline on this one, so I will not be doubling up. Best regards, m

To: Bill Wexler who wrote (2030)	7/13/1999 12:39:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 10293

Bill, I covered some VLNC on similar concerns. I believe (based on what I hear in the industry) that we'll start seeing high end notebook PCs and cellphones with Lith-Poly batteries within a matter of months. Not VLNC batteries, but Lith-Poly nonetheless. Figure they'll use it for a nice pump and I had better places to deploy capital a couple of weeks ago. Now closing out some of those short term gainers and looking for more shorts. mg