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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (6853)	2/23/2000 7:05:00 PM
From: Phil(bullrider)	Respond to of 10293

Bill, If you like INKT's and AKAM's business plans, you might wish to check out ISLD. Sort of a lower priced AKAM. Have fun, Phil P.S. You might also wish to check out NTAP. Disclosure: Long INKT from $59 1/4 (post split), long ISLD from $19, and long NTAP from $47 1/4 (post split).

To: Bill Wexler who wrote (6853)	2/23/2000 7:13:00 PM
From: RockyBalboa	Respond to of 10293

Bill, looks like it is becoming obvious... Take care, ______________ Wrong! Feb 23, 2000 Cramer's Not Writing the Obituary By James J. Cramer Get a load of those prices on the New York Stock Exchange. No wonder companies are fleeing from it. The 52-week-low list, something that has been expanding virtually forever, is only getting longer. And now it includes many of the old favorites. How will this dichotomy between hyper-valued Nasdaq and undervalued NYSE stocks play out? I'm sure that for many people, in their heart of hearts, they feel it will play out with a giant fall to the Nasdaq. Me? I never think that way. Doesn't make me any money. In the mid-1980s, when indexing to the S&P 500 started catching on, most of the multi-50-billion companies out there were under-10-billions. And people told me it was ridiculous that Pepsi (NYSE:PBG - news) could ever be $5 billion or Merck (NYSE:MRK - news) $20 billion. And I bought them and forgot about them and made a ton of money. Now the smart money says the same about Brocade (Nasdaq:BRCD - news) and Akamai (Nasdaq:AKAM - news) . Maybe I am dumb money. But I know that theorizing and waxing about it doesn't make anyone a dime. We've got a giant shift going out of the S&P and into the Nasdaq and it's of fairly recent vintage. I am not going to write a Nasdaq obituary here, especially when the weapon being used against it -- higher short-term rates -- serves only to hurt much of the S&P 500, not the Nasdaq. So, people ask, how could it all end? Even if Greenspan were to walk into the QQQ option pit and buy position limits puts, I don't think it would end. But that sure would be better than how he is trying to end it now. Random musings: I'm spending the next four days with my family and I'm not bringing the dreaded IGOR, my evil personal computer assistant. Peruse the rest of TheStreet.com in my absence and enjoy!

To: Bill Wexler who wrote (6853)	2/23/2000 7:26:00 PM
From: RockyBalboa	Respond to of 10293

Looks like it began with the October 1998 correction in earnest: members.magnet.at Ratio Dow / Composite.

To: Bill Wexler who wrote (6853)	2/23/2000 11:45:00 PM
From: BDR	Read Replies (1) \| Respond to of 10293

If Akamai has put you in a "new economy" mood, what do you think of SEBL? Last Q (9/99) they reported growth of only 85% year to year in revenues and about 100% in EPS (g) but that was before the recent announcements about IBM, CSCO, ITWO, and others. IBM Selects Siebel eBusiness Applications Globally siliconinvestor.com Siebel Systems and Cisco Announce Integration Between Cisco ICM Software and Siebel eBusiness Applications siliconinvestor.com i2 and Siebel Systems Partner to Offer End-to-End Intelligent eBusiness Solutions siliconinvestor.com

To: Bill Wexler who wrote (6853)	2/24/2000 10:30:00 AM
From: Bob Trocchi	Read Replies (1) \| Respond to of 10293

Bill... Love the thread and thanks for all your insight. I would like your opinion on eXeclon (EXLN) if you have the time. They recently changed their name from Object Design (ODIS) to eXcelon (EXLN). Their stock has gone from around 6 to 22 in the last couple of months. They are squarely in the B2B area. Appear to have some super platform products that their partners are using to build B2B for customers. I often go for companies that have products for infrastructure rather than the end user. CISCO, EMC for example. The EXLN thread has some excellent techie stuff much is beyond me but what I do understand sounds good. A guy named ahhaha really appears to know his stuff on this one. They recently changed some of their top management, turned the company around from one that focused only Object Databases which did not have real widespread appeal to one in which their focus is XML. I have been long for some time with average price of 6 and I am enjoying the ride of late. Thanks Bob T.