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To: H James Morris who wrote (109050)9/27/2000 1:02:18 PM
From: Hobie1Kenobe  Read Replies (1) | Respond to of 164684
 
HJ - Thank goodness we have these analysts giving us a heads up before something really bad happens ;0)

12:50 ET priceline.com (PCLN) 10 13/16 -7 13/16 (-42%): -- Update -- Lehman the latest of at least four brokers to downgrade stock. Lowers rating to NEUTRAL from OUTPERFORM, noting that company is essentially a travel agency and is subject to the same challenges that this competitive business presents. Believes investors should lighten up on positions even at these levels.



To: H James Morris who wrote (109050)9/27/2000 1:04:17 PM
From: Danny  Read Replies (4) | Respond to of 164684
 
For whatever it's worth, I established a new position
with PCLN at 10 9/16 today. I think the street overreacted.
Dont see lots of downside risk here.



To: H James Morris who wrote (109050)9/27/2000 1:24:33 PM
From: Robert Rose  Read Replies (2) | Respond to of 164684
 
Hj, I know you like Seattle and San Diego companies. Do you have any opinion on dndn?

I started a modest position today at 25. (May have payed too much, but was tired of chasing the stock since 20, and decided that this runup in the face of this declining mkt indicated strength.

Personally, I consider it a high risk/high reward investment. The main thing the stock has going for it is ceo Chris Henne from ikos and immunex, and the team of world-class scientists on board. On the other hand, either Peter or Richard on the Biotech Valuation board (I like it) termed the company's goals as "tough science."

At any rate, am interested in your thoughts....

Rob