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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Jim B who wrote (13855)	8/14/1999 6:31:00 PM
From: Kevin Clarke	Respond to of 108040

Jim, have you seen this? Looks interesting. Message 10947279 ragingbull.com ragingbull.com Good point. Message 10943599 quote.yahoo.com This is the part I like the most. ragingbull.com Looks like MPTV is starting to rev its engines, any opinions?

To: Jim B who wrote (13855)	8/14/1999 6:33:00 PM
From: Kimberly Lee	Respond to of 108040

I like Morgan's HarvardNet next week although the float is a little high (9m). LOOK is high on the web 100hotlist, but has huge outstanding and 12M float...besides, CPI on Tuesday could be very sobering. going out to some parties now, will post more tomorrow

To: Jim B who wrote (13855)	8/15/1999 9:25:00 AM
From: Kimberly Lee	Read Replies (1) \| Respond to of 108040

Good morning, everyone. Finally have a chance to review my notes on the coming week's IPOs. The followings are my top picks for this week: NTRO - Netro. Broadband wireless access systems for telcos. Based in San Jose, California, provides wireless networking equipment. Its product, AirStar, offers a single central radio network that provides telecommunications services to multiple points. The company believes this product is one of the first commercially available high-speed wireless telecommunications systems that provides integrated voice and high-speed data connections using a point-to-multipoint architecture. The company cites Alcatel, Bosch, Ericsson, Hughes, Newbridge, Nortel and Spectrapoint, a newly formed joint venture between Cisco and Motorola as key competitor. In terms of comparison with recent IPOs, I will place NTRO in the category of EFNT. Currently, it's billed as a 5M offering with $7-9 price range. However, I expect Merrill to raise the range to at least 10-12 prior to pricing.