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Non-Tech : Knight/Trimark Group, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Bob Kim who wrote (5175)	10/17/1999 9:03:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 10027

I saw the interview and that analyst seemed really dense, fwiw. First of all, he didn't like the OLB sector in general and Haines had to coax him into mentioning any long plays, finally he said Schwab and Nite. The problem with the interview was there was almost no insight regarding the sector... Haines opened with the "pretty good qtr" the brokers had, and that was it, from then on the discussion revolved around the bubble in April and how this analyst was "also duped by the growth rates" (great) and how April was an extreme blip. But there was almost no forward looking statements from this guy... We have already seen some excessive seasonality in other internet stocks which has turned around. Why won't that also play out for the OLBs.... also financial stocks have a weak quarter this time of year anyway... so two negatives reflected this time around, which should improve going forward at least a little. I don't own nite but most of the Clearstation posts this weekend are long or closing short positions at these levels. Very few are initiating shorts here, fwiw.