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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (61929)	9/18/1999 4:18:00 PM
From: lee kramer	Respond to of 120523

Jenna: Your VRTY analysis with 3 charts...terrific. As a trader I find this very helpful. (Lee)

To: Jenna who wrote (61929)	9/18/1999 5:29:00 PM
From: out_of_the_loop	Read Replies (1) \| Respond to of 120523

GUMM - text of Zicam study abstract posted by Dan Zimmerman on the GUMM thread. Very exciting to see the specifics of the Zicam cold remedy: siliconinvestor.com siliconinvestor.com

To: Jenna who wrote (61929)	9/18/1999 11:41:00 PM
From: puborectalis	Respond to of 120523

COMING THIS WEEK........the Week Ahead Vitria's sparkling debut caps off this week's IPO activity -- but it's also a prelude to next week's much busier schedule. And e-commerce software, the so-called e-frastructure, is poised to dominate the lineup again. For instance, Goldman Sachs is underwriting the IPO of Calico Commerce (plans to trade under CLIC), which is scheduled to debut toward the end of the week. Calico's eSales Suite helps businesses deal with business-to-consumer (B2C) e-commerce transactions. But, like Vitria, Calico hears the siren call of B2B: According to its SEC registration, the company is also looking to expand into additional market segments for specific industries. Calico hopes to raise about $51 million in its IPO of 3.93-million shares (a 12% stake). In addition, the company plans to sell $20 million worth of shares to Dell Computer (DELL). In its last fiscal year (ended March), Calico lost $15.3 million on an impressive $21.4 million in revenue. Other e-commerce companies on next week's schedule include Bluestone Software (plans to trade under BLSW), Broadbase Software (plans to trade under BBSW), eGain Communications (plans to trade under EGAN) and Interactive Intelligence (plans to trade under ININ). There will also be plenty of old-fashioned business-to-consumer Internet offerings. For instance, one of Goldman Sachs's offerings, Ashford.com (plans to trade under ASFD), sells pricey watches and other accessories to luxury lovers online, while another, NetZero (plans to trade under NZRO), offers free Internet access for bargain seekers. But take heed of the current advice from the analysts at Renaissance Capital, who are wary about the 19 deals expected next week and almost 100 deals expected in September and October overall: "It would not be surprising to see a flood of deals wash out buyers one more time." And Goldman Sachs's Sood told investors on Thursday to "be watchful." "Initially, hype will create lofty valuations," he said. "We recommend that investors sift through the rubble among B2B companies and select the gems." With so many newly minted Internet stocks fighting to find a place in the market, this latest IPO flavor could go sour even faster than usual. << MARKET TODAY ARCHIVE Discuss this story in the SmartMoney Forums. Comments about this story? Please email your thoughts on this and any other subject to letters@smartmoney.com. DAILY SCREEN The Shorts Are Betting Against Qualcomm THE WEEK AHEAD Whew! What a Week! FUNDS TODAY Vanguard, Founder Kiss and Make Up IPO REPORT Too Good to B2B True? RATIONAL EXUBERANCE On the Wings of Rumor FUND WATCH Barclays Bonanza THE WEEK IN FUNDS Japan: Now and Yen ASK SMARTMONEY Deducting Law-School Expenses FORUMS E-Trouble MARKET TODAY Why the Bond Blues Won't Fade TECH MARKET A Worthy Alternative to the Palm MARKET TODAY Late Night With the ECNs MARKET TODAY The $11 Billion Wireless High-Wire Act PRESIDENTIAL PORTFOLIOS Pat Buchanan ARCHIVE Complete 5-Day View