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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 (28133)	11/15/1999 8:49:00 PM
From: CrayUSA	Respond to of 108040

Kimberly---INPH just under your short term target of 45 today. How about the same price or better target for ASDS :) BTW- I spoke with CFO of ASDS on the phone today. I came away impressed. Mr. Bowe made some good points about his company saying that they had a more complete end-to-end e-commerce solution than CMRC and EDS, citing order processing and fulfillment capabilities of ASDS (amoung other things I don't recall). They clearly want to be a one stop shop business. In addition, I made comment to the stock price doing so well today. He said that they are glad the IPO is behind them so that they can focus more on the business startegy and moving things forward. Always like to hear that instead of hype. Also, I read today that ASDS is on a stock split watch by investmenthouse.com with a lot of very prestigious companies. I mentioned that and got a "huh first time I've heard that" response. I am not alluding to a stock split,, just curious that it was listed. All in all the conversation was professional and pleasant with no hype. He was very busy but still took the time to speak with an individual investor. FWIW. Cray

To: Kimberly Lee who wrote (28133)	11/15/1999 8:54:00 PM
From: Marshall001	Respond to of 108040

Hello... Well I was able to get out break-even today on ISPD.. It just wasn't getting the follow through I was looking for. Still consider it a "safe" investment but it may take a little longer than most on this thread would like to wait. Still holding ASDS from thursday, In at 8 15/16. I was going to double up this morning but it started running before I could get it done.. (I woke up late).. The intraday chart showed strength all day. If you sold out today, You may never be able to get in again at these levels. The competitor list alone makes this one a near sure thing till at least the end of QP.. Bought SMRA on Friday at 13 5/8.. Looks like it is being accumulated (and manipulated) by the MM's. Typical early IPO pattern. Once the MM's get what they want, they will let it run.. Great fundamentals here. Finally a stock that's not just selling hype. Still holding WWFI at an average of 58. MM's take this one all over the place trying to shake out some shares. Dropped it down on Friday to high 40's to take the weak hands shares, then ran it up over 58 to get the profit takers to sell.. Not sure when it will finally run but as long as the volume stays low, MM's will play. And finally, bought UTCC on your recommendation. Was hoping for a little information on that one. I am in the process checking it out myself. Still, in at 15 7/8. Thanks for all the input/picks. I'm not much of a suck-up so no mushy stuff. But a sincere thanks. M

To: Kimberly Lee who wrote (28133)	11/15/1999 9:28:00 PM
From: KevinMark	Respond to of 108040

Kim, on the wrap up... 1. You mean I"N"PH instead of IMPH, and as far as the target price of 45, it seems likely, given positive market conditions, INPH has a ways to go before it slows down. Given the positive article in Zacks, comparing it to the likes of BRCD and EMLX, seems like an easy double from here. Interested to hear your follow up. zacks.com 2. AMTD will be offering after hours trading through NITE soon. Lots of upside left. NITE has virtually doubled since being interviewed by Louis Rukeyser, and announcing expansion plans into Europe. cbs.marketwatch.com

To: Kimberly Lee who wrote (28133)	11/15/1999 9:52:00 PM
From: David Smith	Respond to of 108040

Kim, take a look at the chart and volume on LMLP...would this be accumulation??

To: Kimberly Lee who wrote (28133)	11/15/1999 11:00:00 PM
From: MMM Mule	Respond to of 108040

NEXT PICK...CFIM look them up when you have a chance...MMMM

To: Kimberly Lee who wrote (28133)	11/16/1999 7:31:00 AM
From: fmv503	Respond to of 108040

Kimberly - I am relatively new on this thread but am truly impressed with the kindness and help that you and others give. I am so pleased to be part of this group. Many thanks. Frieda