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

To: Kimberly Lee who wrote (21904)	11/2/1999 8:51:00 AM
From: marquis103	Read Replies (1) \| Respond to of 108040

Early trades on JCDA up over 26. Now down to 24. What kind of a day are we expecting? Still holding half. Russ

To: Kimberly Lee who wrote (21904)	11/2/1999 8:53:00 AM
From: HEMIGUY	Respond to of 108040

Kimberly have you looked at HSAC. It reports earnings today after the bell. The Charter IPO next week is supposed to really drive this stock. I'm holding HSAC for the long term. Thank you for your insight, Hemiguy.

To: Kimberly Lee who wrote (21904)	11/2/1999 8:56:00 AM
From: Sam Nizam	Respond to of 108040

Good morning Kimberly, Take a look at SIFY. Indian Sensex which has been weak is up 5% today and quiet period ends next week. Plus a nice write-up in the WSJ today could spark a move. Looking for 60 next week.

To: Kimberly Lee who wrote (21904)	11/2/1999 9:37:00 AM
From: Blue Voodoo	Respond to of 108040

TWRI earnings up 50%, beat estimates, low float, PE = 13, CEO scheduled for CNBC PowerLunch today. In at 23 1/2.

To: Kimberly Lee who wrote (21904)	11/2/1999 9:41:00 AM
From: Panita	Respond to of 108040

GUMM no huge gap yet. Since it did not I expect we could go down to $16 and change yet I expect a bounce from there. GUMM is much like QGLY a few years back.

To: Kimberly Lee who wrote (21904)	11/2/1999 9:41:00 AM
From: westpacific	Read Replies (2) \| Respond to of 108040

What a market - Inets, everyone wants them!! SIFY, JNIC, JCDA, DRTN, TPCS - the rally continues - UNREAL!!!

To: Kimberly Lee who wrote (21904)	11/2/1999 10:08:00 AM
From: puborectalis	Read Replies (1) \| Respond to of 108040

RBAK...basing here..like analysis from RB thread...... By: claudio_c Reply To: None Friday, 29 Oct 1999 at 4:43 PM EDT Post # of 495 Redback in temporary hibernation Not much is happening with stock price because underwriters are currently in process of selling 12M insider shares. In addition, there are so many other great stocks out there, that people have been temporarily been lured to "bigger fish". But Redback is a bear waiting to come out of hibernation once: 1. Insider selling is finished. 2. Some PR or article indicating how undervalued RBAK has become while other internet core equipment makers have greatly risen. For Ex : JNPR is now at $275 with Mkt Cap of 14B while RBAK Mkt Cap is only 5B. Conclusion: If you are an investor that needs instant gratification (ie results within 1-2 weeks), then there are probably better stocks out there to be at this time. However, if you have patience of several weeks (say 4-8 weeks), I see RBAK moving up based upon its undervalue. This stock should be hitting the 10B mkt cap to be fairly valued ==> Stock Price ~$230 Good luck!