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Technology Stocks : Buying IPOs on the open market -- Ignore unavailable to you. Want to Upgrade?


To: 2MAR$ who wrote (3822)10/23/1999 4:09:00 PM
From: star56  Read Replies (1) | Respond to of 5529
 
It would be great if we all looked over the week's coming IPO's and gave our input on what reasonable entry points (openings) would be. When NAVI came out at 28-30, I was ready to jump in, but was gun shy. Just wasn't sure about the price. Now I realize that pretty much any B2B, wireless, or broadband IPO's are reasonably around 30. It seems the B2C IPO's are the scary ones - probably shouldn't touch unless open is 10-20. Obviously SYMR at 270 and AETH at 50 were red flags, and CRDS, NAVI, WOMN, CYSV were green.

This week - hot ones:

AKAM - 16-18 / 8 million, MSDW - B2B, internet content delivery services - IMO 40-45 reasonable opening

JNIC - 12-14 / 4.9, DLJ - B2B, fiber channel hardware and software products - IMO 30 reasonable opening

ARCC - 16-18 / 14.75, GS - B2B, broadband services - IMO 30 reasonable opening (too many shares)

PRDS - 12-14 / 4, RS - B2B, network consulting - IMO 20 reasonable opening

DRTN - 10-12 / 6.25, BS - B2B, internet hosting services - IMO 20 reasonable opening

VIAD - 9-11 / 4, BS - B2B, internet software for portals - IMO 20 reasonable opening

Others that could be hot:
SMRA - 15-17 / 22.36, LB - B2C, Spanish radio company - IMO 20-25 reasonable opening (too many shares) - could be another sluggish JCDA or SIFY

TPCS - 15-17 / 9.38, MSDW - B2C, wireless personal comm. provider - IMO 25 reasonable opening

ITRU - 12-14 / 6.5, CSFB - B2B, digital information software - IMO 20-25 reasonable opening

Well, those are my thoughts for the week. Some of these have great clients and great backing which will definitely factor in. Maybe somebody could comment on the other IPO's I left out like BALT, CHRT, and PLUG.






To: 2MAR$ who wrote (3822)10/24/1999 1:01:00 AM
From: puborectalis  Respond to of 5529
 
SAN's is where it's at...brocade,gadzoox,vixel,ancor etc...".Vendors remain bullish about the technology and
continue to push SAN-ready products into the
market. Frymoyer said his company's market
projections for growth of SAN-enabled equipment
average 56% over the next five years, to more than
$32 billion by 2003. "