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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (14450)	10/31/2000 1:17:19 PM
From: TRIIBoy	Respond to of 18998

Early lock-up release for SMDI. biz.yahoo.com

To: Mr. Pink who wrote (14450)	11/2/2000 3:57:51 PM
From: Sir Auric Goldfinger	Read Replies (1) \| Respond to of 18998

POWI to speak at the Gidler Telecosm. look it 'em take the GARPer...

To: Mr. Pink who wrote (14450)	11/2/2000 5:03:48 PM
From: Mr_X	Read Replies (1) \| Respond to of 18998

Mr. P@#K, Actrade? It has Risen from the dead? Shorting opp? Mr. X

To: Mr. Pink who wrote (14450)	11/3/2000 5:55:24 AM
From: Graeme Smith	Read Replies (1) \| Respond to of 18998

Your holiness, What are your thoughts on CRWN. Fundamentals of a i-nut company - recent spinoff, billion dollar market cap, minimal revenue (<50M in 9 months) and huge negative cash flow (-100M) with not a lot of cash still left in the bank (60M), lockup of insider shares just coming onto market. In reality it's an old world media stock, with 23% subscriber growth and 32% revenue growth off a smallish base. The one thing that I find strange is the fact the volume is very low. This means the price hasn't been bid up by an oversupply of buyers such as would happen with a P&D or story stock. Rather it is trading at the price that the occasional CRWN buyer or seller thinks is fair value. Is there something hidden that I am missing?

To: Mr. Pink who wrote (14450)	11/5/2000 2:07:27 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 18998

Mr. P$nk, late November, Telekom Austria is supposed to hit the market; a total of about 100M shares is being sold, from that about 60M shares go to international investors. The revenues appear to go to former owner, a state holdings. The price band has been pushed down to as low as E9 to E13 (was up to E20 before), so the issue should gather some interest as it is comparably cheap. Many of the national celebs are pounding the table; I merely suppose that it is more the individual investor who is buying it. Besides the fact that TA does not grow in its fixed line activities (the market has been opened to competition about 2 years ago) and it not only covers the wireless activities (75% are held by TA), 25% by Telecom Italia, there is one small fact which is being often overlooked: Telecom Italia does not only hold 25% of affiliate Mobilcom, but 25% of the total entity; it bought the shares at a price of around E15.80 2 years ago. One small paragraph in the purchase agreement states that Telecom italia will get a rebate covering the difference once it should happen that shares are sold at a price below the E11.75 . Now the time the comparison takes place is the last trading day in December (2000), and the difference is being paid in additional Telecom shares, rather than cash. It is therefore possible that any selling pressure (if it the TMT sectors continue to be weak) will be exacerbated by targeted selling towards the date the price differential is measured.... TA will be traded in Europe, as well as on the NYSE...trading day appears to be Nov 25th