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

To: $Mogul who wrote (20555)	10/27/1999 5:43:00 PM
From: KevinMark	Respond to of 108040

Was channel surfing, ran across CNBC mentioning a possible leak. FWIW. PDYN rocks tomorrow. Earnings out, 6 cents/share vs a penny/share loss. Hitting $35 on Island.

To: $Mogul who wrote (20555)	10/27/1999 5:47:00 PM
From: WhatsUpWithThat	Respond to of 108040

To support your view, not mine: from theStreet.com: "Bonds are looking good and we're getting more buyers. More people are feeling comfortable to dip their toe in," Sam Ginzburg, managing director of equity trading Gruntal, said in the waning moments of the session. "The tape is telling me maybe somebody has an idea of what's going on. The scuttlebutt is somebody had an idea about the [ECI] number." Ginzburg acknowledged the action could be a "sucker's play," but admitted to "getting longer" and "covering some shorts" into the close today "just in case." Noting the heavy short position and record-high negativity in the bond market, "there's more risk to the upside than the downside right now," the trader said. "If we get some benign numbers tomorrow, I wouldn't know how high everything goes. It's going to go ballistic."

To: $Mogul who wrote (20555)	10/27/1999 6:34:00 PM
From: gizmo&jack	Respond to of 108040

Did some more research on JNIC. What an unbelievable gift this is. I wish I had bought more. May do so in the morning if it doesn't gap too huge. This company is so undervalued compared to its peers, its downright silly. And, unlike VIXL which taught me a lesson about revenue growth, the growth here is astounding. Better than CRDS in both revenue and revenue growth at 1/2 the market cap. And better underwriters. And profitable for 4 quarters. This is just mind-boggling. I tell you, I get frustrated at first when stocks I buy languish, but as someone wrote to me earlier, if it didn't take others so long, there would be no trading opportunities. This week has been absolutely awesome. ISLD Monday. CLRS & EGAN Tuesday. JNIC Wednesday. Can't wait to see what's in store for tomorrow.