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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 (12661)	2/1/2000 12:47:00 PM
From: Chad Barrett	Read Replies (2) \| Respond to of 18998

Can't find GBT on a Canadian exchange? Is that the ticker symbol? Or was your reference to trading in Canada just for the one holding of the company?

To: Mr. Pink who wrote (12661)	2/1/2000 1:23:00 PM
From: eyebalz	Respond to of 18998

MP, Nice to see NNDS responding so well to the Merril downgrade. Can they now say something about GBT? As always, Thanks Eyebalz

To: Mr. Pink who wrote (12661)	2/1/2000 2:13:00 PM
From: TRIIBoy	Respond to of 18998

Update on BELFA for his holiness. Just announced earnings, beat estimates on cost controls and margin improvement, sales basically flat as TNL went on a price cutting spree. Company about to become the preferred supplier to Cisco. That means that Cisco will join Lucent and 3Com as big customers. Otherwise clean quarter. Company has $3 a share in cash no debt, and will earn $2.25-$2.30 this year on sales of $132-$140 million. 15 times those earnings, gives you $34, and this for a play on telecom/networking that just had 20% operating margin last year. They could probably, just like AGX use their $33 million in cash with their "B" shares to make an accretive acquisition this year. Have you visited mgmt yet? They are right in Jersey City.

To: Mr. Pink who wrote (12661)	2/1/2000 3:20:00 PM
From: TRIIBoy	Read Replies (2) \| Respond to of 18998

Court Slaps Stock Message-Board Poster With Restraining Order By Beth Kwon Staff Reporter 1/31/00 10:12 PM ET A California court Monday issued a temporary restraining order against an Internet message-board poster who made caustic postings about a bulletin-board stock. Message-board posters reacted angrily to the decision against Floyd Schneider and predicted a chilling effect on message-board stock discussions. The temporary restraining order was issued on behalf of Bryant Cragun, a shareholder in ZiaSun Technologies (ZSUN:OTC BB - news), who has also been a target of Schneider. And it followed a preliminary injunction filed last week against Schneider by the U.S. District Court in Washington state. That case was brought by ZiaSun. Schneider says he'll abide by the restraining order, issued by California Superior Court in San Diego, which orders him to retract press releases and "any statements" implying ZiaSun's employees are "disreputable, dishonest, unscrupulous or engaged in criminal behavior." Says Schneider: "It's either that or going to jail." "We don't mind criticism, but we don't like when people are twisting the truth to this level," said Mark Harris, ZiaSun's vice president of investor relations. Schneider, who goes by "the Truthseeker" and "Floydie," started posting vitriolic missives about ZiaSun, an Internet services company based in Solana Beach, Calif., in November 1998. "ZSUN is a very bad deal," Schneider posted on Silicon Investor on Dec. 7, 1999. Schneider has suggested that ZiaSun and its officers are "Satan bound" and that one of ZiaSun's vice presidents was a "stuttering liar." Schneider also posted press releases on his Web site, TheTruthseeker.com, reiterating a strong sell recommendation. (He says he hasn't had a position in the stock.) Last June, the company sued Schneider for engaging in a "cybersmear" campaign. Last week's injunction prevents him from posting "false and defamatory statements" about ZiaSun and its officers. But it didn't keep Schneider quiet. "It just says I can't post anything that's not the truth," Schneider said then. "I'm very careful." Regardless of the facts of the matter, experts say the preliminary injunction and temporary restraining order were surprising. "I don't assume that the defendant's an angel here, but this is a very unusual type of remedy," says Lyrissa Lidsky, a professor at the University of Florida who specializes in cases dealing with message boards. "The merits of the case haven't been adjudicated yet. Usually under First Amendment doctrine, a preliminary injunction is treated as what's called a 'prior restraint,' and it's particularly disfavored under the First Amendment. There's a heavy presumption that prior restraints are unconstitutional. Now that two courts have done it is even more surprising. It sounds like a dangerous precedent is being set." The message-board community was disheartened. "It's muzzling of dissent," posted Janice Shell, herself a Net vigilante who says she tries to expose questionable stocks, on Silicon Investor. "I'd have preferred that Floydie be a bit more circumspect in his accusations, but this really goes too far." The only defense for message-board posters, says Jared Silverman, a New Jersey lawyer and former chief of the New Jersey Bureau of Securities, is the truth. "Basically what the case says is that people who start making accusations through various Internet methods, be it chat boards or whatever, should be very careful of what they say because they could be held accountable for it." As for the message-board community, it could result in quieter boards. "I think it's a very bad precedent," says Jeffrey Mitchell, a Silicon Investor poster who's worked alongside Shell. "It's silencing John Doe. If you put something out on a message board, you're screwed," he says.

To: Mr. Pink who wrote (12661)	2/1/2000 5:21:00 PM
From: RockyBalboa	Respond to of 18998

Thanks for GBT, nice idea. Who sold out MERCS big time near the end of session?

To: Mr. Pink who wrote (12661)	2/2/2000 12:14:00 AM
From: Anthony@Pacific	Read Replies (2) \| Respond to of 18998

I have purchased 6 figures of this scared cow..now ..to show my deep and unwavering commitment to your spectrum of knowledge ... May the flourescence of knowledge ooze from your pores and seep into the cells of all those who come near..

To: Mr. Pink who wrote (12661)	2/4/2000 9:44:00 PM
From: needawin	Read Replies (1) \| Respond to of 18998

Mr. P tanks again for prior FHT recommendation. I have been waiting for another good buy recommendation. Only two things scare me and one is AMEX listed stocks. Is GBT a passed gem in this otherwise turd of an exchange? Does AMEX listing for GBT cause you any concern? In exchange I offer for your royal pinkness comment - EXBT. Many have been waiting years for new Mammouth 2 tape drives. Now they are here and stock has been moving lately. I know one money manager who's been betting heavily on EXBT and sees $30 target. Comment at your royal discretion but only if this stock is worthy.