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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Mama Bear who wrote (4641)	11/4/1999 11:31:00 AM
From: Marconi	Read Replies (1) \| Respond to of 10293

Hello MB: longish Forgive me if I repeat--I have been off thread for some weeks. BTX--rising, may be worthy of a short again if it can meander significantly above 10 CCSI--should be reporting soon--gambit seems to be to claim inventorying to distributor as sales. It will take a lot of real sales to end customers to pull them out of the junk stock label, of many years standing. I doubt they are a going concer--intend to short more if a pop is mustered on that story. CTXS--running high--worthy short at some future high point for 10-30 points, but then pocket the money and go long, the long term trend--they have established themselves without MS apron strings. CVSN--flying junk--haven't listened to CC yet, but expect slow sales and cash burn in the process, I would like to short more HSIC--beat down to 10-11 recently, went long shy of 11 for a long term capital gain holding--hope to see 30 to 50 in the next 2 years with their modernized distribution HTCH--plunged more yesterday (Wednesday 11-3) than I expected--near book, which is usually not a bad entry point for the long haul. May get beaten more by market sentiments--still dicey on whether they can manage their competition and business consistently. Always best to buy them when it looks like they are down for the final count, which they have not approached yet at this time. IMON--short at 4 again if possible. Intrinsic value is nothing to less than zero IMO. BTW IMO-N translates into 'in my opinion- nothing) LAMR--Mr. Babb is correct--showing serial death through bleeding cash--reporting increased revenues at greater cost again, yesterday. The question of the moment is 60-ish the peak before the inevitable decline of this one of the billboard big 3. Recent acquisition of a billboard outfit by a media outfit may be giving those 'investors' drool of a takeover to run it up near term. Otherwise, this should be in 30's and on the slow slow decline to something reflecting a turnaround to earnings--maybe after a reorg. LAMR's reporting smacks of WDRY's style of reporting--the numbers say we are going out of business but we can finance increased revenues through increasingly costly loans to boost revenues before taxes, depreciation, interest. MCHM--box or wait??? I expect some more minor runs up for a few points at a time. I am waffling so have not boxed yet. NVX--talk of a takeover around present trading range, whatever that means. What??? If I recall negative book. Maybe it means someone is interested in running something in the idle capacity of the facilities. Puzzler. I shorted at 8 and hope to box a little above 4. May take 5 near term. NVX trades erratically--not with the market or anything else. May be it rises and falls based on asteroid pass bys....beats me. But it does go up and down and stall for amazingly long spells. REFR--hope for a couple more points run up to unbox TRBO--ditto--hoping for 8-10 or even a gift of 12 would be delightful to unbox VLNC--please oh please 8 to short more VVUS--walking dead--hope for a spike to 4 to unbox again, doubt 5, but would be glad to take it WCAP-my darling at the moment--near a high, best short in my opinion, and should report soon a paper loss for this closed end holding fund with around 5 in NAV, vesus the current 20 ZITL--boxed after losing patience, then it falls from 1-1/2 to 5/8 now--worth pennies maybe if the tumors can be excised soon....may leave it asthe onea walking belly button by the time the blade is done though. Would like to see the d-Tders run it to 4 again. I keep monitoring ZITL soley for that, to unbox if another gift will be given. EBAY--wiling to short small on unseemly runs up. I thing the Inets in general are starting to lose their one-wayness as a group and can be picked at at in absurdum when beyond the stock insanity of their trading. NSOL--my growing darling--I'd like to see it rise a little higher or show signs of peaking. They have registered a lot at a royal premium--either registrations are going to fall off, premiums are going to fall off, or ICANN or a proxy will get their act together and dent the monopoly, or NSOL is going to fall off. Once the majority of the fluff is in the great balloon, further fluff is limited and rationalization should kick in in juts and fits. Long term, under 50, and quite south of 50 is where the remains should lie. ZIXI--I am hoping for 50 near term, to take a partial position, and continue to build if it goes up. I doubt if new highs will be hit with this regurgitation of CUST. After a year of no significant operational effect (revenues equal to expenses), something ought to change for the downside. Primary risk I see is issuing paper for real dollars to prolong the destruction of shareholders capital for their story. The primary thing that management has brought to the party the last year has been renaming the company so that it has letters from the end of the alphabet but retains a ring a 2 year old can pronounce correctly. Catchy operation eh. My cut is this is another 'Z', and I think you share lore for the legendary 'Z' companies that have been out there. RHAT--looks like a short if it can just get another absurd run for whatever reasons. NTOP--another nonsense company to short. Competing with ISP's for Internet telephony, which is available at minor cost if any. Within 5 years, with the fiber out there, to my understanding digitizing telephony brings the cost of long distance to around a penny a minute, and NTOP is not a participant in that. NTOP is a vulnerable coat-tailer on the ignorance of people or on temporary circumstances that gigabuck with brains are striving mightily to provide the improved technologies. Toast within a few years IMO. NTOP--not to operate probably?? ALTIF--not available to me this week. Same old story. ICCSA--never have been able to get shares all year, but short 15 above for box or cover below 10 regularly. Wish I knew how to join that club ethically, of course. Well back to other matters. I hope to get back on threads within a month. Wanted to fire off a cheerio for the market just now. Dollar is weakening against Euro and Yen--strong dollar is imporant to Mr. Greenspan and colleagues..and us, too. Best regards, m

To: Mama Bear who wrote (4641)	11/5/1999 4:22:00 PM
From: chester lee	Respond to of 10293

Mama More laughs than the funny pages. If humor can cure a cold, these guys are on to something. biz.yahoo.com Gum Tech Announces Withdrawal of Journal Article WOODLAND HILLS, Calif., Nov. 4 /PRNewswire/ -- Gel Tech, a joint venture of Gum Tech, International (Nasdaq: GUMM - news) and Bio Delivery Technologies, announced today that the American Journal of Infection Control (AJIC) is withdrawing the manuscript ``The effect of direct application of ionic zinc nasal spray gel on the duration of the common cold' from publication. The Journal had planned on using the study in a future issue. According to Elaine Larson, editor of AJIC, the peer review process was in order and the manuscript was reviewed by experts in the field. It followed an accepted blind review process. However, based on the pre-release of data and related issues not in compliance with the established policies and copyright regulations of the Journal, the manuscript has been withdrawn from publication. ``This in no way reflects on the positive results or the integrity of the study,' said Dr. Charles Hensley, scientific affairs director at Gel Tech. The initial internal study found that Zicam significantly reduced the duration of the common cold. Hensley said, ``We are continuing our research on Zicam with a separate large-scale independent clinical study. We expect the results of that study to be announced in the near future and submitted for publication at a later date in compliance with all required protocols.'