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To: Rock_nj who wrote (98321)9/21/1999 5:27:00 PM
From: Smart_Money  Read Replies (2) | Respond to of 119973
 
If anyone is interested in my thoughts, I think this quarter all business to business stock will be weak. I think the recent rally is a suckers rally. Most companies are waiting out Y2K issue. Not wanting to purchase any software until after the new year to assure themselves that it is Y2K compatiable. Why spend additional monies to make absolutely sure its Y2K proof. Patch up and Shore up the current software and wait. Just my thoughts.



To: Rock_nj who wrote (98321)9/21/1999 5:41:00 PM
From: Jack Hartmann  Read Replies (2) | Respond to of 119973
 
Rock, Hoovers said RAC was trading, but never came up on the screen. That means 25 IPOs may trade in the next three days. I'm looking for a select group of IPOs that will open at issuance price or go lower. I like ATON, ININ, JORE, KANA, KEYN, NZRO, IWIN, and YESM. All of these should open above issuance price, but may not due to the glut on the market.

NZRO has the most eyes on it and I wouldn't be surprised at a $50 open. Don't know if it can work, but idea has me watching it closely.
ATON has SUNW has 42% of its sales so I see this a positive not as negative. Similar to PDYN connection with LU. Good for a short hold if stalls on the open.
ININ is internet/voicemail monitoring company. 200 customers.
IWIN - owned partially ATHM, increased revs, contest via internet is interesting idea.
YESM - sells ads on the net, revenues are up.
JORE makes power tools. good balance sheet, profitable
KANA a GS offering. good customer list EBAY, GAP, revenues are up.
KEYN has increasing revenues, customers like CSCO and AMZN
Hope this helps. Jack