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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 (26855)	11/12/1999 9:29:00 AM
From: dmd	Read Replies (1) \| Respond to of 108040

INPH gapping!!

To: Kimberly Lee who wrote (26855)	11/12/1999 9:30:00 AM
From: Rockaway 43	Respond to of 108040

SIGM yesterday up over a point on 12x vol, small gap this morning. Worth watching

To: Kimberly Lee who wrote (26855)	11/12/1999 9:30:00 AM
From: cabernetfranck	Respond to of 108040

INPH gapping up. Stayed strong yesterday. Remember float only 2.8 mil.

To: Kimberly Lee who wrote (26855)	11/12/1999 9:31:00 AM
From: Mike E.	Read Replies (1) \| Respond to of 108040

Donner reiterates (for the 3rd time - geez) speculative buy on MSTG: biz.yahoo.com

To: Kimberly Lee who wrote (26855)	11/12/1999 9:32:00 AM
From: Shoot1st	Respond to of 108040

ALAN is dead.....somebody cut off the life support......died in his sleep.

To: Kimberly Lee who wrote (26855)	11/12/1999 9:35:00 AM
From: Blue Voodoo	Read Replies (1) \| Respond to of 108040

CNTR - Huge opening gap up. It could be a BEOS, like I said yesterday.

To: Kimberly Lee who wrote (26855)	11/12/1999 9:54:00 AM
From: marquis103	Respond to of 108040

Kim. How about BAMM? Briefing.Com's record of stock picks lately has been pretty good. Compelling article. Internet coupled with bricks and mortar. Also, everyone expecting a pre-earnings run-up. Already moving this morning. Books-A-Million (BAMM)... 9 3/16 12-Nov-99 00:03 ET Books-A-Million is principally engaged in the sale of books, magazines and related items through a chain of 178 retail bookstores in 17 states... The company operates four distinct store formats, including large superstores operating under the names of Books-A-Million and Books & Co., traditional bookstores and combination book and greeting card stores, both operating under the name Bookland, and Joe Muggs Newsstands... Oh yeah, and did we mention it also sells on the Internet at www.booksamillion.com? Trading Points While this company is first and foremost a bricks and mortar operation, the point about it selling on the Internet certainly wasn't lost on daytraders almost one year ago when BAMM was the hot item at the Nasdaq on the Wednesday and Friday surrounding Thanksgiving, rallying 790% in those two sessions alone as traders went into a frenzy over the company announcing the launch of its web site A lot has changed since then, namely BAMM's stock price which is roughly 80% off its intra-day peak of 47 reached the Monday following Thanksgiving last year... Essentially, BAMM was used and abused by the daytrading crowd which got what it wanted out of it, and moved elsewhere... It should be noted, though, that many insiders were just as quick to file with the SEC at that time to sell stock in an effort to capitalize on the sudden and ridiculous price appreciation... Also, the only purchasing that's been done lately was a measly 405 shares by the Sr. V.P. on April 12. While BAMM has had a few moments of trading glory since then, the stock has been a pretty dismal performer overall as it is down 29.3% YTD... This despite the fact that it surged more than 100% on July 1 in a short-covering rally that was fueled by BAMM's announcement that it will be the exclusive provider of books and related products to Wal-Mart's online customers... By August 5, BAMM had given back all of that gain and a bit more. As proof there are plenty of non-believers in this company's prospects, one need only consider that the short ratio on this stock stands at 15.6-- that is, it would take 15.6 days, based on its avg. daily volume, to exhaust those short positions... When the stock rallied more than 100% on July 1, the short ratio was at 7.9 days. Consequently, it stands to reason that there is plenty of upside potential at current levels should BAMM provide a bullish impetus for investors... One such opportunity for it to do so will be after the close next Thursday when it releases its third quarter results... Consensus expectations are for the company to post a loss of $0.06 versus a loss of $0.03 in the yr-ago period. With the float on this stock being only 11.9 mln shares, and such a large short position out there, an upbeat earnings report may be just the catalyst needed to put the squeeze on the shorts... And what better time to do that than during a holiday-shortened week when trading conditions are typically thin?.. While we're not making any projections with respect to its earnings, it is worth noting that in its previous two quarters, BAMM has topped expectations by 100% each time... With that in mind, a pre-earnings rally effort can't be dismissed either... Heading into its earnings reports in May and August, BAMM gained 19.7% and 8.8% respectively in the five sessions preceding its earnings release. Russ