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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (17518)	10/4/1999 4:55:00 PM
From: gizmo&jack	Respond to of 108040

With you on EGAN and VIXL, Mogul. (Not that I don't like DSCM and MSCP, but I like EGAN & VIXL much more due to greater focus right now so I am not diversifying). Very strong relative valuation plays. You made a good point today with your reference to CSFB's ZOOX price target of $85-90. At $60, ZOOX is 1.5X VIXL's market cap and I just don't think that should be the case. If ZOOX goes $90 and VIXL doesn't move it would be over 2X VIXL's market cap. Not going to happen imo. VIXL will shoot up. Reminds me of another PPRO in terms of its movement. Just hanging around its first day close until we get out the IPO players and the 1st and 2nd day daytraders, and then it should fly. And EGAN is a joke compared to KANA. Also won't last. Worried a little about the overall market though. Kimberly usually has a good feel for these things and her concerns bothers me as well. But I think the next couple of days will be fine. Tomorrow will be a non-event. The Fed won't do a thing but will keep the possibility out there for the future meaning we'll be in the same boat we are now. Tuesday and Wednesday will be fine. May go into all cash Wednesday afternoon before YHOO earnings. Then Friday's economic data will give us some direction.