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To: DlphcOracl who wrote (13929)	10/25/1999
From: Kaliico	Respond to of 57584

DlphcOracl..excellent question. Kaliico: Precisely what do you mean when you send out an alert to play a recent IPO for a "quiet period (QP)" play? Ideally, when should you purchase the stock relative to the end of its QP? How long do you typically hold; do you sell the day the QP ends, or do you sell the following day or days to get the anticipated bounce from favorable brokerage house ratings? Please help me out of the precise timing of this. Also, of the QP plays for next week or two, which one or ones look most promising? Please allow me some time for a thoughtful reply, in the mean time there are no absolute rules in the "ipo game" , my guides are intuition, street buzz, trading volume, and familiarity of certain companies that I monitor from the VC stage, sometimes years before they go public. George Gilder has been helpful in this respect (there is an SI board devoted to him). QP picks to radar for next week, CLIC VIXL JPTR and IWOV.. i see 10 points in CLIC and VIXL as a possibility. Best Regards, Kaliico

To: DlphcOracl who wrote (13929)	10/25/1999 12:24:00 AM
From: Kaliico	Read Replies (2) \| Respond to of 57584

NAVI ipo, opened Friday, i like this company... here is a post from the TJ thread, i couldn't have said it better (less the grammar) about NAVI, although $100 in a few short weeks i don't see. To: Kurt_Ruckus (105436 ) From: MikeUSA Sunday, Oct 24 1999 3:16PM ET Reply # of 105441 CMGI's NAVI ipo up 150% Friday. Here are the reasons I found why NAVI is such a good buy now. NAVI's best of breed techologies and strategic partnerships are the key drivers here. Supporting applications such as e-commerce, streaming,content distribution, imaging, databases, adserving, web reporting, application rental's are key components of NaviSite. Looking at their strategic partners which include Microsoft Sun Microsystems,Compaq,Cisco Systems, Oracle, Arrowpoint BMC Software, Cybercash, Engage Technologies,Open Market,MicroMuse,Veritas, Telemon among others they are positioned to provide best of breed technologies across the board. Load balancing, tape backing, database clustering, dedicated fast ethernet port (100 megs a port +!!),encrypted VPN, router based ACL's, on demand burstable bandwith, built in redundancy, and a key differentiator above Exodus is that NAVI uses private transit while Exodus uses private peering (this gives you 5 compaines to the internet and the most efficient manor..i.e UUNET etc) Exodus is limited through their backbone and has limited content distribution in comparison because it competes with best of breed companies. NaviSites scability, network, service offerings, service response (2 seconds while Exodus is in the minutes). NaviSite's application hosting and serving and their ISV program are beyond the competition exponentially. While Exodus focuses on commodity driven co-location, NaviSite focuses on managed services. I could go on and on, but their are some key components of NaviSite that set's them apart from the competition. Also, being a CMGI company with DELL and MicroSoft as minority owners doesn't hurt either. Now I'm looking at NAVI to trave above the $100 level within a few short weeks.