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

To: westpacific who wrote (29398)	11/17/1999 4:09:00 PM
From: gizmo&jack	Read Replies (3) \| Respond to of 108040

West, I can't believe how cheap IMAN opened. I did my research on all the IPOS last night and decided to go 100% into IMAN. I do not like RMKR or VRTS because of flat revenue growth and I'm not getting caught in another VIXL. I am surprised by RMKR's movement. But, hey, you never know on IPO day. I liked TRRA and KOREA, but they were valued quite highly. Which left IMAN. I knew it would be overlooked and almost definitely open way too cheap because the IPO was priced too cheap. And BRS IPOS tend to take a little time. No Goldman or Morgan hype. But, like, I said, at triple digits, this company would not be overbought imo. It would still be about 70% of AGIL value at that point and that's about what it's revenue is compared to AGIL with stronger growth. I'm pounding the table on this one. It is an absolute no brainer at today's level and even if it gaps up a bit tomorrow (which it will). A total misvaluation.

To: westpacific who wrote (29398)	11/17/1999 5:31:00 PM
From: David Lee	Respond to of 108040

Yes, in IMAN and RMKR today. Hopefully they will recoup my loses on QNTS and SFTW, sitting on a big loss with CHDX. Today was a total bummer for me...good luck to others!