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

To: Kimberly Lee who wrote (3913)	10/26/1999 11:47:00 AM
From: $Mogul	Respond to of 5529

VIAD- In VIAD looks like it could be big!

To: Kimberly Lee who wrote (3913)	10/26/1999 11:48:00 AM
From: Canuck Dave	Read Replies (1) \| Respond to of 5529

I'm watching VIAD right now. Lots of shares getting dumped. It's under 10 again. Perfect buying opportunity, eh? CD

To: Kimberly Lee who wrote (3913)	10/26/1999 4:16:00 PM
From: vampire	Read Replies (1) \| Respond to of 5529

Stayed with VIAD overnight (at least) - what do you think?

To: Kimberly Lee who wrote (3913)	10/27/1999 11:20:00 AM
From: Kimberly Lee	Read Replies (2) \| Respond to of 5529

2nd top IPO pick of the week: JNI Corp. (Nasdaq JNIC) Offering: 4.9M, $19, priced on Oct 26, trading commences on today, Oct 27 Business and Technology: JNIC is a leading developer and manufacturer of Fibre Channel hardware and software products that form critical elements of SANs (storage area networks). Within the SAN architecture, JNI makes the primary component that goes into making one of these host bus adapters, ASICs (application specific integrated circuits) along with software to help manage and monitor the SAN. JNI's product strategy is to continue to develop products exclusively for SANs in order to provide its customers with a comprehensive, one-stop-shop for their SAN product needs. Client Base: Compaq, EMC, LSI, Logic, Silicon Graphics (NYSE:SGI) Amazon.com, British Airways, GTE, etc; strong client base Top Competitors: Emulex, Hewlett Packard, Interphase, Qlogic ? very strong sector Market potential: IDC projects that the annual market for Fibre Channel host bus adapters will grow from $269 million in 1999 to over $1.6 billion by 2002. More importantly, since JNI expects to leverage its technical experience and develop other SAN products, it can take part in the expanding market for SAN products as a whole. IDC forecasts that the market for products based on Fibre Channel technology will exceed $23.0 billion within three years. Underwriters: DLJP, Bear Stearns, Hambrecht ? a strong team Analysis and Expectations: JNIC enjoys the very rare honor of being able to generate significant profit while producing impressive and consistent topline expansion, an honor shared by only a handful of 1st tiered Internet companies. The company reported net income of $1.84 million for the latest quarter; the latest quarterly revenues (June 30, 1999) are up 260% over the same quarter last year and up almost 35% over the past quarter. Already a profitable company with immense topline growth, rapidly expanding market demand, highly proprietary products, strong client base and skillful management, JNIC will unquestionably demand a high premium in the open market. I expect JNIC to open at at least 200% premium today.