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Technology Stocks : For Hedge Fund Analysts and Managers -- Ignore unavailable to you. Want to Upgrade?

To: Wizard who wrote (41)	5/31/2000 6:38:00 AM
From: Trader Dave	Respond to of 499

If the calls I got from bigdough were that good, I'd celebrate. I got excited one day when i thought it was a meeting with mercury, but i then realized it was mercury scheduling systems. 95% of the junk i get from them is smaller than nanocap and always has nasdaq bulletin board as a notation. That stuff is so silly, a third tier day trader couldn't buy enough in his personal account to make it worthwhile. td

To: Wizard who wrote (41)	5/31/2000 5:01:00 PM
From: Beltropolis Boy	Respond to of 499

>I hope bigdough.com has an exit/liquidity strategy away from an IPO because that company ain't gonna get supported by nobody. nobody? you forget that this company is based in Beltropolis (i.e., DC). FBR, baby! (big D'OH!) while you may think i've been hittin' the pipe with Hizzoner Marion Barry, off hand, i think they could provide a "value add" service to IR departments as most of their revs appear to come from big public corporations vice institutional brokers and MMs. naturally, it's not as sexy as saying they sell to the street (and i'm looking at it from an IR corporate bigwig or feeding-at-the-trough IR consulting perspective). fwiw, it appears much of their info is already publicly available (e.g., 13F ownership), although i gather generally not in aesthetically pleasing excel files or citing which individual fund has a position. nor would it include TD's private nextel email address or his personal panja access code. of course, i too would object to their "Blast E-mail" functionality (aka BigSpam) if i were a somebody. Notsurewhytheydidn'tchoose"moneycomingoutthewazoo.com"CM

To: Wizard who wrote (41)	6/1/2000 8:44:00 AM
From: NotNeiderhoffer	Read Replies (1) \| Respond to of 499

Wiz, If you guys give a damn about BRKS I might have some value add. A lot of chatter about this one today as people try to figure out the reason for yesterdays decline. There was one of those bus trip/field trips yesterday (in the valley I assume) and they stopped by BRKS where someone from the company said they probably could not hit the outlier high estimate of 45 cents but were comfortable with the consensus of 43 cents. Seems to be a lot of confusion over this one. We were buyers yesterday and I would think if that was all there was to it we are good for a little bounce here. NotsureifyoushouldchangeyournametocouchpotatoNeiderhoffer

To: Wizard who wrote (41)	7/5/2000 4:57:39 PM
From: Beltropolis Boy	Respond to of 499

>"Hi, Trader Dave... Its Joe Schmo from Bucketshop, Joker, NoValueAdd and Co., according to my records you own Vantive and I have an analyst that really knows the space. He worked for Hambrecht in the early days (he temp'd in the syndicate group) and then worked in industry (a failed start-up that couldn't even get past todays low IPO hurdle rate - a hundred grand in revs) and then he came back to <Delete>" attention, (old school) Hedge Fund Analysts and Managers! fergeddabout bigdough.com, you are now officially obsolete! (then again, perhaps you bigdoughboys could consider moonlighting -- and cutting me and SI off from your freebie stock tips.) NotsureifthisistheNYTimes'versionofTheOnionspoofCM ----- July 2, 2000 INVESTING DIARY Online Access to Stock Analysts The New York Times nytimes.com Ever wish you could ask a skillful stock analyst just how he or she arrived at a 12-month price target? Ianalyst.com, a new online company that furnishes what it describes as professional, independent research, is giving subscribers online access to its analyst staff. The company has hired four former Wall Street analysts and plans to add an additional 25 by the end of the year. "Equity analysts on Wall Street don't cater to individual investors," said Tin Albano, chief executive of Ianalyst. "Can I, as an individual, get in touch with Mary Meeker, so that when she disses a stock, I can get in touch with her?" he asked, referring to the influential technology analyst at Morgan Stanley Dean Witter. Mr. Albano said subscribers would receive responses to their questions lickety-split. "Waits will never be longer than 15 minutes to get an answer," he said. Mr. Albano also noted that Ianalyst won't be doing deals. That independence, he said, means that Ianalyst's research will not suffer from the perceived conflicts of interest posed by having analysts and investment bankers working for the same company. Of course, any investor with a computer has access to reams of information, including professional Wall Street analysis. Multex.com, for example, provides scores of Wall Street research reports, many of them free. And some boutique firms, like Spencer Clarke, provide free research by posting it on the World Wide Web. But nobody has previously made direct online access to analysts a main selling point. For now, Ianalyst's four analysts will function as generalists, fielding whatever investing questions are pitched their way. And they will post their reactions to market and other financial news in online forums. But soon, Mr. Albano said, they will begin issuing regular research reports that are complete with buy and sell ratings. Access to the Web site, which began operation on Friday, is free until the end of August; after that, the company plans to charge $14.95 a month. Ianalyst's initial focus will be on technology stocks, though it will expand its coverage to other areas as more analysts are hired, Mr. Albano said. -- MICHELLE LEDER