Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Bob Huff who wrote (8091)	7/17/2000 2:04:21 AM
From: JGoren	Respond to of 10309

Wind makes Jubak's Top 50 picks: moneycentral.msn.com however, Jubak is somewhat of a contrarian; he had qcom a buy up until right before the ericy settlement and those who followed him missed qcom's big run up.

To: Bob Huff who wrote (8091)	7/17/2000 8:24:45 AM
From: James Connolly	Read Replies (2) \| Respond to of 10309

Cisco Invests $100 Million in Liberate Technologies Combined Effort Offers More Choice to Service Providers And Ensures Broadband Solutions are Open-Standards Based siliconinvestor.com Regards JC.

To: Bob Huff who wrote (8091)	7/17/2000 3:30:19 PM
From: Peter Church	Read Replies (1) \| Respond to of 10309

I talked with Dick Kraber today on the phone. He doesn't plan to call any bonds with the stock price as "volatile" as it is. He said he would call them only if the company could be assured of a conversion to stock. He wants to keep the cash on hand. I sent him an email with the Cramer article on convertibles and short selling. He hadn't heard that argument before. If the 33.25 is the conversion price, does that put a floor under the stock?

To: Bob Huff who wrote (8091)	7/26/2000 12:38:22 AM
From: Bob Huff	Read Replies (1) \| Respond to of 10309

Had to share this with somebody... So I get a private message on SI today from some guy telling me he has "undeniable proof" that Landis is unloading shares. His data: The mutual fund holdings info on Yahoo (as of 7/18) shows a total 5,051,300 shares owned by Firsthand Capital. That's less than the 6.6 million shares reported in the latest Wind River proxy (dated 5/15). His conclusion: "Landis is dumping". This guy apparently sold all of his shares based on this data. The reality: If you take a look at the 3/31 holdings for Firsthand (available on their website) you'll see that Landis held 3,859,800 shares in his Value fund and 1,191,500 shares in the Leaders fund. That's a total of 5,051,300 shares (sound familiar?). Looks to me like the latest info Yahoo had "as of 7/18" was the quarterly holdings reported by Firsthand on 3/31. You need to be careful of these things. Yahoo is - they have disclosures everywhere so they don't get blamed when the clueless trade off their info. The lesson: The only way to tell a fund's true holdings are either through a company's SEC proxy filing or a fund's SEC holdings filing or quarterly report. Another example of uninformed investors - F5 Networks (a Wind River customer) sold off 30% in after hours because earnings "missed estimates". Turns out most analysts forgot to include taxes in their estimates. The shares promptly recovered. Bob