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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 (27847)	11/15/1999 1:14:00 PM
From: Blue Voodoo	Read Replies (1) \| Respond to of 108040

Bought PLCOP & SMRA, still holding CNTR and OMKT calls.

To: Kimberly Lee who wrote (27847)	11/15/1999 1:15:00 PM
From: Jim B	Read Replies (1) \| Respond to of 108040

added more ASDS under $12.. CNTR.. and adding PLCOP at $3 will hold all for tomorrow unless they can run up 50% from here.. although ASDS I'm not sure I'd sell out completely even around $15.. probably will only sell some.. not all looks too strong CNTR holding up well.. looking forward to your $6.50 target on this one kim.. could come as early as tomorrow :) jim

To: Kimberly Lee who wrote (27847)	11/15/1999 1:39:00 PM
From: Dave Gore	Read Replies (1) \| Respond to of 108040

I agree, PLCOP "feels" like it wants to go higher today and tomorrow. If there is a pullback I think many are in waiting to buy a sizeable stake. No one knows the upper limit of value, but the beauty is that since (1)PLCOP buys (6)PLCO's, you are still only paying about 55 cents for each PCLO. PCLOP = $3.37 / 6 = 55 cents or so And the PLCO's are priced at around $1.25 so you can still make a case for the PLCOP's being an excellent buy. Of course the really intriguing thing is how to factor their GERMAN IPO into this thing.

To: Kimberly Lee who wrote (27847)	11/15/1999 3:33:00 PM
From: JD	Read Replies (1) \| Respond to of 108040

Another way to play "Play Co." (PLCOP, PLCO): MMCI... From the most recent 10Q" "The Company owns a majority interest, 78.5%, in United Textiles, which in turn owns a controlling interest, 44.9%, in Play Co. Through its ownership of United Textiles, which still is considered to have a controlling influence over Play Co., the Company also effectively maintains control over Play Co." PLCO & PLCOP = Mkt Cap of $10.3 mil. MMCI has a Mkt Cap of $938,000 MMCI has cash of $0.59 per share, $37+ mil. in '99 sales, EPS '99 = -0.12, float = 1 mil. The last time traders associated this with a PLCO run, it hit a high of $1.81 (March '99). This is a speculative BB high risk-reward proposition. Please do your own DD, not a recommendation to buy. Jerry