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To: Robert Rose who wrote (77017)9/9/1999 12:16:00 PM
From: Jan Crawley  Read Replies (3) | Respond to of 164684
 
Always must remind myself that what the market giveth the market can taketh....

Yes, looking at today's Pcln. This morning MMeeker was expressing concerns regarding to the upcoming Delta-own-Pcln shares to be available for sale. She and everyone else were aware of the lock-up expiration dates for months...but always tell as many as you can to just buy and hold the nets for the LONG-Term.



To: Robert Rose who wrote (77017)9/9/1999 5:58:00 PM
From: Mark Fowler  Respond to of 164684
 
Always must remind myself that what the market
giveth the market can taketh....<<

agree i don't get to cocky with these IPO's it's best to take some profit on a good run. Probably the run in China com is on the news America Online and Asian online service China.com plan to launch an Internet services firm in Hong Kong. Lot's off eye balls over there.



To: Robert Rose who wrote (77017)9/10/1999 2:38:00 AM
From: 10K a day  Read Replies (2) | Respond to of 164684
 
Always must remind myself that what the market giveth the market can taketh....>>>

Books,
It was all about books,
easy to package,
easy to ship,
knew what to expect,
it was all about books,....
then it was all about drugs,
it will be about drugs,
drugs are about competition,
drugs are about
fat margins,
and big biz,
and government regulations,
and absurd margins,
and future competition,
and drugs,
are easy to ship,
and easy to package,
and that's all well and goods,
but it's not about big honkin electronics,
shipping a Big Screen TV,
it's not about overhead,
it's not about toys,
that are returned,
and
*if* it's about items that are
popular,
high volume,
easy to ship,
easily turned,
than it's about scientology,
errr commodities,<g>
and it's about pricing,
and
*if* it's not about popular items,
then it's about overhead and warehousing,
or it's about shipping agreements,
but even that's about overhead,
in a way,,,
so the little niche dudes,
are always going to be lean and mean,
and are always going to be the driver,
and are always going to be a thorn,
and it's not about bond prices,
and it's not about interest rates,
and debt,
and overhead,
because if it was,
than this co. would be a different biz model,
a yahoo or an ebay,,,,,