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

To: scheherezadesdance who wrote (56249)	5/16/2000 10:09:00 AM
From: Anthony@Pacific	Read Replies (1) \| Respond to of 122087

TSCM,-- in ever said I kill the stock I said Id stay short till it died,,it wont die cause of me ,,but because its a crappy managemnet and reporting team.. thats why..I jujst want to stay short till the very end...People can twist what I say..But unless they actually use the entire text its all Bullshit

To: scheherezadesdance who wrote (56249)	5/16/2000 11:31:00 AM
From: superfiggpart2	Read Replies (1) \| Respond to of 122087

To all the dumb bashers (bagholders) of A@P Wow,, you resentful people---- You blame Mr. Elgindy for bringing down your stocks? Unreal. Its crazy how people invest their life savings in co's they barely know--- that dont even report and rise it up to staggering levels,,, ECNC--- half of you longs did not even know what their market cap was at its peak, what revenues etc etc,, the hype was all there MLRE--- Millionare.com ---yeah 500 million market cap,, granted it was in the inet frenzy--- wasnt it obvious that was all a ploy??? TMRT--- To the MART.com---their website wasnt even operational and this co... was worth in the hundreds of millions---- that was too easy--- A@P and his crew the biggest sellers?? no way--- learn how market makers work--- who you think is selling 90% of those shares you buy as a scam goes from 1 dollar to 20?? defenitely not 90% of longs who are waiting for a 20000% return on the stock (greedy).., Even insiders (dumpers)get screwed by MM's (but you see they dont mind because when you have stock at 12 cents and lose 50 cents to 1$ on a 20 dollar stock as your selling it through an offshore account you feel good anyways)... regarding SYXI--- i did DD,, on it comapnay looks very legit and its growth seems to be exponential for that industry--- shares are few and it has outperformed the indexes for a while now ( a recent surge of late) siliconinvestor.com If this stock breaks out look out--as a 100 dollar price target--right now at 28.25 gives it only a 330 million dollar valuation (not overly excessive at all---when you consider its future growth and earning potential) I am very long this stock--- maybe a little more than i want to--- but my gut says go for it----- Regarding TERN--- i am not short right now covered around 54 Message 13696525 (well actually i shorted 1k today at 64.75)--- but has anyone seen their 10Q??? did anyone see the rogers agreement??? (this is from yesterdays 10Q) 3. Product Development Assistance Agreement On March 18, 1999, the Company entered into a one-year Product Development Assistance Agreement ("Development Agreement") with Rogers Communications Inc. ("Rogers Communications"). Under the terms of the Development Agreement, Rogers Communications is obligated to provide the Company assistance with the characterization and testing of the Company's subscriber-end and head-end voice-over-cable equipment. In addition, Rogers Communications is obligated to provide the Company with technology to assist the Company in connection with its efforts to develop high quality, field proven technology solutions that are DOCSIS-compliant and packet cable-compliant. In consideration of Rogers Communications entering into the Development Agreement, the Company issued Rogers Communications two fully vested and non-forfeitable warrants, each to purchase 1,000,000 shares of common stock. One warrant provided for an exercise price of $1.00 per share and one warrant provided for an exercise price of $37.00 per share. The fair value of the two warrants is estimated to be approximately $45,000,000 and resulted in a noncash charge included in operations over the one-year term of the Development Agreement. For the three months ended March 31, 2000, the Company incurred approximately $9,600,000 of product development expense related to the Development Agreement. In March 2000, Rogers Communications exercised the warrants on a cashless basis, resulting in the issuance of 1,843,809 shares of the Company's common stock and no proceeds to the Company. On March 18, 1999, the Company also entered into a Supply Agreement with Rogers Cablevision Limited ("Rogers Cablevision"), a subsidiary of Rogers Communications. Under the Supply Agreement, the Company agreed to make available to Rogers Cablevision its current TeraLink Gateway, TeraLink 1000 Master Controller, TeraPro Cable Modems and specified software. The Company also committed to certain product pricing and specifications. Under the terms of the Supply Agreement, Rogers Cablevision retains the right to return to the Company all product purchased until certain conditions are met by the Company. Rogers Cablevision has waived all rights of return under the Supply Agreement; accordingly, the only rights of return available to Rogers Cablevision are those provided under the Company's standard warranty policy. For the three months ended March 31, 2000, the Company recognized approximately $14,700,000 in revenues from sales to Rogers. If in intrepeted this right--it means they basically pay their clients to buy their modemn.. just like Shaw and COX--- i see something very wrong with that ---- and i see the stock will breakdown soon enough What are youir opinions mr. elgindy and others--- did i make a right assesment on SYXI,,, and TERN?? Best of luck Tony--- just take the time to relax and forget about the stock market---- weel try our best to do what you do superfigg