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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Anthony@Pacific who wrote (50760)1/28/2000 11:03:00 AM
From: allen menglin chen  Read Replies (2) | Respond to of 122087
 
EWEB look for shorting EWEB around 11-13! Dead cat is bouncing! I'm shorting from 10.5 and for every 1 pt up til 15.



To: Anthony@Pacific who wrote (50760)1/28/2000 12:51:00 PM
From: SLOJET  Read Replies (1) | Respond to of 122087
 
What happened to AVAN ?
Are you still holding it ?



To: Anthony@Pacific who wrote (50760)1/28/2000 1:17:00 PM
From: allen menglin chen  Respond to of 122087
 
Bought IMCL @ 54+, on sale now!
1/2 postion only, will load up around 50 -- where AP loaded last week.



To: Anthony@Pacific who wrote (50760)1/28/2000 3:33:00 PM
From: Tassi  Respond to of 122087
 
Tony,
KWIC..Whats up with KWIC man... Do you think this stock going to 20 With the new B2B div....

Thanks



To: Anthony@Pacific who wrote (50760)1/28/2000 4:47:00 PM
From: Smilodon  Read Replies (1) | Respond to of 122087
 
A new one makes a run,

Subject 33071

This could be a job for Floydie.



To: Anthony@Pacific who wrote (50760)1/28/2000 6:59:00 PM
From: Fast Eddie  Read Replies (1) | Respond to of 122087
 
Tony, TGLO founders just resigned. LOL
1/2Fast Eddie



To: Anthony@Pacific who wrote (50760)1/29/2000 10:39:00 PM
From: allen menglin chen  Read Replies (1) | Respond to of 122087
 
Thanks Tony for putting confidence back on VASO investors after I bought VASO @ 1 7/8 - 2 1/16 the last 2 trading days :).

Here is a good biotech article from IndividualInvestor.com
individualinvestor.com

Editor-in-chief:
Jono Steinberg (1/29/00)

Biotech is hot, really hot.

Back on September 18,I correctly predicted more gains in the months ahead. Guess what?
Like this Article?

Since then the AMEX Biotech Index has surged by 55%!

So what do investors do now? Are further gains in the months ahead likely? What has fueled this historic increase in biotech shares?

Well, for one, the sector had long been undervalued.

Biotech companies have made tremendous strides over the past few years. More drugs are in human clinical trials than ever before and more drugs are being approved by the Food and Drug Administration (FDA) than ever before.

Most importantly, more and more biotech companies are achieving profitability based on strong revenue growth. A few companies that I highlighted back in September, MedImmune (NASDAQ: MEDI - Quotes, News, Boards), Immunex (NASDAQ: IMNX - Quotes, News, Boards) and IDEC Pharmaceuticals (NASDAQ: IDPH - Quotes, News, Boards) have all surged in share price recently on strong product sales and profitability.

In addition to strong earnings gains, the strength of biotech is also the result of a number of high profile mergers in the industry. In 1999, Warner Lambert (NYSE: WLA - Quotes, News, Boards) completed its acquisition of Agouron Pharmaceuticals, Johnson & Johnson (NYSE: JNJ - Quotes, News, Boards) acquired Centocor and Sugen was acquired by Pharmacia and Upjohn (NYSE: PNU - Quotes, News, Boards).

These acquisitions underscore the promise of biotech and really served as a catalyst for investors to recognize the value of biotech companies' pipelines and technology platforms.

The strength in biotech has opened floodgates of capital for the industry. For example, in 1998, biotech companies raised roughly $1.1 billion in capital from the public equity markets. In 1999, almost $7 billion was raised. Wow!

So, is this trend sustainable? In short, yes.

We are in the early stages of tremendous advances in biotechnology and investors are beginning to recognize the potential.

I could not talk about the potential of biotech or the surge in share prices without mentioning the Genomics sector. Genomics refers to the study of the information stored within the DNA of an organism. What?

Let me put this into more simple terms. Genomics companies use genetic information to develop drugs.

Genomics companies are revolutionizing the drug development process by enabling drugs to target diseases with much greater specificity than ever before. They accomplish this by basing drug and drug target discovery on the disease itself.

Companies like Human Genome Sciences (NASDAQ: HGSI - Quotes, News, Boards) have seen dramatic increases in their share price, as investors understand the power of genomics. Pharmaceutical companies have long understood the power of and benefits offered by genomics. As a consequence, billions of dollars in collaborative deals between pharmaceutical companies and genomics companies have been forged.

So, are Genomics stocks attractively priced? Well, clearly there is a bit of a mania going on with regard to their surging share prices.

That said, the potential for a genomics company to be transformed into the next pharmaceutical company exists. My advice, if you want exposure to this sector, stick to the leadership company, HGS.

So, where is the sector going in 2000 and how can investors benefit?

First, investors must be very careful. With enthusiasm for the sector so strong, speculation is prevalent.

Because the ultimate success or failure of the majority of publicly traded biotech companies (there are approximately 300) will not be known for many years, investors should stay focused on those companies with approved products, strong research and development pipelines and solid earnings momentum--the same themes that I discussed in September.

Back in September in two separate columns, I recommended Biochem Pharma (NASDAQ: BCHE - Quotes, News, Boards), Biogen (NASDAQ: BGEN - Quotes, News, Boards) and Guilford Pharmaceuticals (NASDQ: GLFD). All of these stocks have moved up since then, but I still like them today.

Additionally, Amgen (NASDAQ: AMGN - Quotes, News, Boards), the granddaddy of biotech is compelling. With a robust pipeline of new drugs and strong sales of its lead products, Amgen should have a strong 2000.

I also like PE Biosystems (NYSE: PEB - Quotes, News, Boards), a leading supplier of life science instrumentation. The company has multiple new product market launches in the coming year that should drive its share price.

While we are in the early stages of a secular bull market for biotech, investors should stick to key themes in order to profit: Earnings, pipelines and event drivers. I would be cautious about chasing a highflying issue based on speculation.

It is far safer to invest in established companies. For example, shares of IDEC, MedImmune and Immunex have all surged following the launches of their lead drugs. Their moves underscore the profit potential in investing in companies with already approved drugs.

That said, I would love to get some discussion going on attractive biotech companies, whether they are early stage companies or late stage ones. Tell us your favorite biotech stocks on our biotech board




To: Anthony@Pacific who wrote (50760)1/30/2000 1:24:00 AM
From: Jon Khymn  Respond to of 122087
 
CYOE hovering around 9-10 and no one mentioning here.
I thought it was strange...

It is very tempting at 9, any comment?

web

ps: also GUMM is back, too.



To: Anthony@Pacific who wrote (50760)1/30/2000 6:34:00 AM
From: BenThair  Read Replies (1) | Respond to of 122087
 
A@P

Take a look at this and comment. Your thoughts would be most appreciated.

Message 12722645

To: Dan Clark (6679 )
From: Leland Charon Saturday, Jan 29 2000 10:05PM ET
Reply # of 6690

Dan,

Here is some more information on that proposal from Ken Wolff from mtrader.

SEC UPDATE
**** UPDATE January 27, 2000 ***

Traders,

I wanted to update you all on the NYSE and NASD proposal to raise the minimum equity requirements for Daytraders to trade on margin. The current rule is you must have 2K in your account to daytrade on margin. The new proposal raises it to 25K. This means, if you are identified as a daytrader/pattern trader and you do NOT have a minimum balance of 25K in your account, you can NOT trade on margin.

We at MTrader.com feel this is not only unfair but discriminatory to the smaller daytrader. The premise behind this proposal, as stated by both exchanges, is to help protect the smaller investor. That being the case, then why did they raise the buying power from 2:1 to 4:1. In other words, if you have 10K you can now buy 40K worth of stock (if you have greater than 25K in your port). If you are trying to protect traders from the dangers of daytrading, why give them more rope to hang themselves with the additional buying power.

Something smells in Denmark, and we aim to find out what it is. The exchanges opened the doors with SOES and other tools to the small daytrader and said ?come on in and play?. Well, we, the small daytrader took that offer and came in force. Daytrading has taken off. The shear numbers of small daytraders making their own trading decisions on their personal laptop is staggering. So staggering, that we have created HUGE volatility in the markets ........ and they DON'T LIKE IT. In our opinion, this may be a way to control volatility in the markets, to limit, or take away a very very valuable tool that this hidden brigade of small daytraders uses.

Although we agree that daytrading has increased risk, but we do not agree with their solution. The solution is education. That is why MTrader.com has done so well. They say 80% of daytraders lose. We believe these numbers to be so high because of this lack of education. We prove this on a day to day basis in the mtrader.com daytrading/swingtrading service. The numbers don't lie. Education is the answer, not taking away a valuable tool that is available to anyone else.

They are basically saying that someone with a 25K port makes better trading decisions than someone with a 15 or a 20K port. Nonsense. Stop loss discipline and a regimented, disciplined approach to trading is the key. WE HAVE PROVEN THAT WITH ALL OUR MEMBERS.

We are asking for your help. We NEED your help to fight this issue. They are sneaking this one in right under our noses. The NYSE has apparently already filed with the SEC on 13 or 14 January. The comment period was supposed to be announced and up on the web page for public comment. To date is has not. I just received a fax from the SEC that states the comment period has already begun on only goes for 21 days. This means all comments MUST be received by the SEC by 3 February 2000. This is less than a week away.

They do not have an automated process to submit your comments, you must send your comments, believe it or not, via SNAIL MAIL. So time is off the essence.

Please send your comments and well thought out thoughts to the following address

Secretary, Securities and Exchange Commission

450 Fifth Street, N.W.
Washington, D.C. 20549-0609

*** important *** All submissions should refer to File Number SR-NYSE-99-47

*** important *** You must mail in 6 copies of your comments.

Please present well thought out comments and not just a "bitch" letter. Tell them why it is wrong, and what your recommendation is. Remember, this is for the NYSE Rule 431 ONLY and does not include the NASD proposal.

Once the NASD rule is filed with the SEC we will ask you to contact them with your comments at that time, and will provide clear directions on how to do it.

PLEASE HELP! The deadline is on February 2, 2000. This may not affect you now, but it affects many others and it may affect you someday.

Let's not sit here and take this sitting down. Lets let our voice be heard.

If you are sitting there saying, my one little vote will do no good.... please don't think that. The SEC is actually a great organization and they actually listen to the small guy. They WILL take our comments seriously and WILL listen to us. Stand up and be counted, mail that letter!

Good Luck

Ken Wolff
www.mtrader.com