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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Mr. Pink who wrote (12612)1/22/2000 5:10:00 PM
From: sargent  Read Replies (2) | Respond to of 18998
 
Mr P$nk,

Are you and Anthony still long on PCMS? Earnings coming out Monday I believe, and stock has remained strong despite the recent run up. Any furhter vision you can provide?

Thanks.



To: Mr. Pink who wrote (12612)1/24/2000 10:47:00 AM
From: M. LaMancha  Respond to of 18998
 
TXM -- low downside, good long-term prospects -- reports earnings in about a week. reorg substantially complete; prospects for fda clearance of key technology improved since the success of ge medical to get through a similar technology. after being flat for months, volume and price up a point in last week. float is 6.7 million. very low risk is to buy call options to strike at 5 in march (1/4 on the ask).



To: Mr. Pink who wrote (12612)1/24/2000 7:44:00 PM
From: TRIIBoy  Read Replies (1) | Respond to of 18998
 
Not a good sign for PASA:

On January 18, 2000, the Registrant dismissed Deloitte & Touche LLP
("Deloitte") as its independent accountants. From September 4, 1999 through
January 18, 2000 (the period of the Registrant's engagement of Deloitte),
Deloitte produced no reports or opinions on the Registrant's financial
statements and there were no disagreements with Deloitte on any matter of
accounting principles or practices, financial statement disclosure or auditing
scope or procedure. Deloitte has furnished the Registrant with a letter
addressed to the Securities and Exchange Commission stating that Deloitte agrees
with the statements above. A copy of such letter is attached to this Current
Report on Form 8-K as Exhibit 16.1.

The Registrant replaced Deloitte with KPMG LLP ("KPMG") on January 18,
2000. The decision to hire KPMG was approved by the Company's Board of
Directors.



To: Mr. Pink who wrote (12612)1/25/2000 12:30:00 AM
From: TRIIBoy  Read Replies (1) | Respond to of 18998
 
Could his holiness please inform his masses, if he still holds onto HDTV?

I will take your silence as a "NO."

Your humble servant...



To: Mr. Pink who wrote (12612)1/25/2000 11:02:00 AM
From: TRIIBoy  Read Replies (1) | Respond to of 18998
 
NTOP's lockup ends today. Watch out tomorrow. (eom)