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


To: Kimberly Lee who wrote (18034)10/7/1999 5:56:00 PM
From: $Mogul  Respond to of 108040
 
Instinet Trading-PLRX, WCOM, AOL, BGEN, IMCL

From: Michael Carrozzo
Date: 07 Oct 1999
Time: 14:05:39
Remote Name: 209.224.198.10

Comments

Kathleen Tanzy at Instinet-PLRX, WCOM, AOL, BGEN, IMCL

Instinet most actives

BGEN 87 - 1 1/16

PLRX 26 1/16 + 1/16,

WCOM 75 7/8 + 1/8

AOL 118 11/16 + 3/16

IMCL is down 2 3/16 in after hours. Word on another company having its patent.

quote.bloomberg.com

Views on AOL-- netcognizance.com

Views on WCOM-- netcognizance.com






To: Kimberly Lee who wrote (18034)10/7/1999 6:15:00 PM
From: westpacific  Respond to of 108040
 
CLIC up to 56 1/2 in afterhours, CEO on CNBC - sounded very solid. Company is definitly a leader with many large contracts, DELL, Motorola type companies. This one will see $100 in the next 30 days, so time an entry. In and out 3 times today. Held overnight with reentry at 54.

PLRX - no support till the close. Sold entire position at $31 and re-entered at $25 1/4. Like the model and alliances they have, also a leader. Compare to DSCM and Express Scripts - looks like undervalued.

DGIN made a solid run at the close, looks ready to make a gap here.
LIOX sold at $23, not sure of reentry with only a $35 target in 12 months. Look to reenter on any weakness.
ITXC sold for profit at $34, will watch for a reentry. Many concerns here, so will only buy if it consolidates from here.
CBDR played this from $7, Microsoft invested $17M into company and they manage the career site on MSN. Still holding.
Watching closely, EGAN, ATGN, DSLN, XMSR - all of these new IPOs have consolidated and see solid upside potential from current prices. If they sell off any further from todays close all are strong buys.
NTRO - news yesterday was solid, need to play attention to this, may be ready to make move, company has an incredible model and the stock should be valued much higher.
VCST - made an announcement on an interesting new product, worth watching here.



To: Kimberly Lee who wrote (18034)10/7/1999 10:57:00 PM
From: Jim B  Read Replies (2) | Respond to of 108040
 
bought PLRX back near $27 after selling over $31 so did okay.. only wished I'd waited a few mins more and bought at 25 1/2..

will see what tomorrow brings with the numbers coming out

jim