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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (45927)	10/28/1999 7:45:00 PM
From: Paul A	Respond to of 122087

THAT was an incredible call Tony.. Showing it down on CNBC not long ago :)

To: Anthony@Pacific who wrote (45927)	10/28/1999 9:19:00 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 122087

The really sad part is that revenues didn't figure into the equation, this was simply a measure of STMP's (in)ability to stick to a budget. The really, really sad part is this guy: #reply-11740584

To: Anthony@Pacific who wrote (45927)	10/28/1999 10:02:00 PM
From: SLOJET	Respond to of 122087

After taking a brief look at the company I can see why. Went short at just under 57. Looking for gap down in the morning and a good day.

To: Anthony@Pacific who wrote (45927)	10/29/1999 11:01:00 AM
From: Dako	Read Replies (2) \| Respond to of 122087

You may want to revisit PBYP. The $60 million financing figure they floated in their PR is highly inflated. Based on current eligible working capital, they barely have breathing room above the Chase line that was replaced. And they essentially threatened BK to get the convert holders to accept the sweetener. Annual interest costs around $5 million will squeeze hard on their shrinking operating income, and competitive pressures in their key amusement park segment are growing. PBYP will miss today's deadline for the 10-K. When it is out, will be ugly, and so will at least the next two quarters. Nothing good coming within any long speculators' time horizon. Stock is holding up on short covering by those who were hoping for BK. When that is done, stock is headed to 2 or less.