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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Ron McKinnon who wrote (3104)	8/31/1999 3:20:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

short 500 HLIT 126

To: Ron McKinnon who wrote (3104)	8/31/1999 9:21:00 PM
From: DanZ	Respond to of 11568

GMGC. Ron, Thanks for selling GMGC on the run today. I was out of the office and couldn't watch the market today. I'm going to be out tomorrow and Thursday as well. I meant to sell GMGC when it got over 4 a few weeks ago, but missed it and then held it way too long. I guess the stock gapped higher on the following news that was released before the open today. Excite@Home (Nasdaq: ATHM) today announced minority investments in the newly formed Rosenbluth Interactive, which includes Biztravel.com, and in E-Stamp, and existing investments in General Magic, Quokka Sports, WebMD and Webstakes.com. Based on the intraday chart, it looks like the stock ran up fast after the open and then faltered slowly during the day. You made the right decision to sell it.