Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (72634)	11/21/1999 3:27:00 PM
From: profit_guy	Read Replies (1) \| Respond to of 120523

ENGA INSTITUTIONAL INTEREST, LATEST UPDATE (FROM SEC 13F-HR FILINGS) AXE-HOUGHTON ASSOCIATES INC. 10/12/99.....150,005 VANGUARD GROUP INC. 10/13/99.....120,400 LUTHERAN BROTHERHOOD MANAGEMENT 10/27/99.....115,200 BANK ONE CORPORATION 10/29/99.....3,000 J. W. SELIGMAN & CO. INC. 11/01/99.....956,300 AELTUS INVESTMENT MANAGEMENT INC. 11/01/99.....12,600 LEGG MASON 11/02/99.....400 PUTNAM INVESTMENT MANAGEMENT INC. 11/03/99.....1,048,792 NOMURA ASSET MANAGEMENT COMPANY LIMITED 11/03/99.....5,000 GRUBER & MCBAINE CAPITAL MANAGEMENT 11/05/99.....54,000 MASSACHUSETTS FINANCIAL SERVICES CO. 11/05/99.....16,250 MACKAY SHEILDS FINANCIAL CORP. 11/08/99.....60,300 DENVER INVESTMENT ADVISORS LLC. 11/08/99.....5,000 ESSEX INVESTMENT MANAGEMENT CO. INC. 11/09/99.....256,650 WACHOVIA CORP. 11/09/99.....12,000 MERRILL LYNCH & CO. INC. 11/09/99.....500 MUNDER CAPITAL MANAGEMENT 11/10/99.....192,900 MELLON BANK NA 11/10/99.....32,600 STRONG CAPITAL MANAGEMENT INC. 11/10/99.....13,600 WORLD ASSET MANAGEMENT LLC. 11/10/99.....5,000 CITIGROUP INC. 11/12/99.....133,546 CAPITAL RESEARCH & MANAGEMENT 11/12/99.....99,300 COLUMBIA PARTNERS INVESTMENT MANAGEMENT 11/12/99.....51,445 WADDELL & REED FINANCIAL INC. 11/12/99.....40,500 BESSEMER GROUP INC. 11/12/99.....31,600 NORTHSTAR INVESTMENT MANAGEMENT CORP. 11/12/99.....21,000 BRINSON PARTNERS INC. 11/12/99.....6,900 CHARLES SCHWAB INVESTMENT MANAGEMENT INC. 11/12/99.....800 FIDELITY RESEARCH & MANAGEMENT CORP. 11/15/99.....301,900 WESTWAY CAPITAL LLC. 11/15/99.....149,375 AMERICAN INTERNATIONAL GROUP INC. 11/15/99.....106,400 PNC BANK CORP. 11/15/99.....78,600 GOLDMAN SACHS GROUP INC. 11/15/99.....77,900 NEW YORK STATE COMMON RETIREMENT FUND 11/15/99.....53,700 MORGAN STANLEY DEAN WITTER & CO. 11/15/99.....16,536 INTEL CORP. 11/15/99.....15,616 TAUNUS CORP. 11/15/99.....7,850 BZW BARCLAYS GLOBAL INVESTORS NA 11/15/99.....2,300 DAI ICHI MUTUAL LIFE 11/15/99.....2,000 NORTHWESTERN MUTUAL INVESTMENT SERVICES 11/15/99.....1,700 BERGER INVESTMENT PORTFOLIO TRUST 11/16/99.....6,000 FIRST UNION CAPITAL MANAGEMENT GROUP 11/17/99.....216,800 WEISS PECK & GREER LLC. 11/17/99.....300 SO FAR, it looks like institutions own about 4.5 million shares THAT WE KNOW OF, of the 6.8 million share float (as per ENGA IR). PLUS blocks on 11/18 and 11/19 (est. an additional 250,000 shares, which should show up this week in SEC filings) and private long term investors (let's assume an additional 250,000 shares around the world). That brings the total to approx. 5 million shares, in strong hands, of the 6.8 million share float. Not many shares left out there. ENGA could go ballistic with any sort of news! IMO, ENGA will be $75-100 by earnings in early December and $200 within 1 year. SOURCE... 10kwizard.com

To: Jenna who wrote (72634)	11/21/1999 4:25:00 PM
From: kendall harmon	Read Replies (2) \| Respond to of 120523

Today's NY Times on Rising volatility: <<...But if rising interest rates don't seem to faze stock investors, rising volatility should. While stock prices have been rocketing, price swings in shares are now approaching levels seen only during two famous crisis periods: the Russian debt collapse of last summer and the crash of 1987. High volatility makes it harder for investors to get in and out of trades at reasonable prices and therefore raises trading costs. Although increasing volatility permeates all aspects of the market, price movements among the largest companies are most disturbing because they are the ones that investors believe are the safest and most liquid. According to Salomon Smith Barney, price swings among the 100 largest stocks in the Russell 1000 index are now averaging 42 percent, annualized, close to the 44 percent during the Russian crisis and the 46.5 percent endured in 1987. "Everyone looks to these companies as being the most liquid," said Keith L. Miller, director of United States quantitative research at Salomon Smith Barney, "but they're experiencing greater volatility." Behind these swings are high prices -- which leave much room to fall -- and investor concentration in a handful of growth stocks. But the mania for stocks that are rising -- known as momentum investing -- contributes mightily to volatility, too. Online investors made the technique notorious, but now even pension fund managers have succumbed to its lures....[and who is really to blame???]... frequent traders do poorly in their own accounts and raise other investors' costs by increasing volatility. Does anybody else see something wrong with this picture? >> nytimes.com