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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Iris Shih who wrote (23614)9/9/1999 5:10:00 PM
From: Iris Shih  Respond to of 68226
 
pcln, agil from Harmon.

What's The Bottom Line On Priceline?

"Steve - PCLN is near its all-time trading low..>Goldman recommended
the
stock this morning and PCLN will be presenting at the Goldman Sachs
retail
conference on Weds...do you like it at these levels"

=>reply: pcln - i have never been comfortable with the amount of
options
that priceline has that make the fully-diluted market cap much higher
than
you see in any market cap table

fully-diluted market cap is another $2.9 billion -- another 46.8
million
fully diluted shares that most observers miss when factoring its
valuation

it was the same when priceline went public; it gave away a ton of
options
to the airlines, delta got a boatload

basically i admire priceline's success in changing the market for
airline
ticket buying for extra seats

it wants to move into other areas but those are experiments
meanwhile i think mercata (owned by paul allen) and accompany.com may
have
better aggregated buying models

agile - at current valuation levels this one looks like it has promise
to
me, the market it serves in business to business may be huge

Iris



To: Iris Shih who wrote (23614)9/9/1999 5:38:00 PM
From: Clint E.  Read Replies (1) | Respond to of 68226
 
Iris, that URL is no good. Gives me error.



To: Iris Shih who wrote (23614)9/9/1999 5:39:00 PM
From: drsvelte  Read Replies (2) | Respond to of 68226
 
Hi Iris --

Bought some ISSX on breakout from consolidation...

iqc.com

and EXTR.



To: Iris Shih who wrote (23614)9/9/1999 9:38:00 PM
From: Clint E.  Respond to of 68226
 
>>>>OK! need to confess: I initiated a small position on dclk around 99 1/2. Now I have a basket of big nuts. (all small positions)

Got in at 98 but dumped it before the close.

In the afternoon, closed my QQQ, shorted IIJI for six points, scalped 1/2 in MEDI(got out before the close).

I am all in cash.

MEDI looks good for tomorrow. I most probably get back in.

I am going into day-trading mode, taking nothing home.


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