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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: JoeinIowa who wrote (22694)	12/6/2000 8:24:05 PM
From: Sergio H	Respond to of 29382

Joe, NG's short term spike has outperformed my expectations, but I've been waiting for this for a long time. Ken and Ditch will recall our interest in ATPX because of their manufacturing deal for NG gas tanks for vehicles. We learned at that time, at least two years ago, that the demand for natural gas would increase vastly. As it turned out ATPX was a disaster investment due to a messy reverse merger and false reporting. Can't win them all. <ggg> Anyway, the spike in natural gas is a good example of what I've been discussing with you regarding playing sectors and staying the course when there's bumps, or in Ken's case, swing trade the trend and maybe hold a core position. I don't think that natural gas stocks are a good medium for daytrading. On Kodak, go back to Sept. and look at their earnings warning preceding the third quarter. They warned that the fourth quarter would also be dissapointing and they embarked on a restructuring. Also, look at how anemic the earnings growth forecast is. I plan on covering before the 12th, but sentiment has to be negative preceding the conference. That's my logic on shorting this stock, but the idea came from the pros POW's list I posted on Sunday. Came close to your 129% on my ANAD calls yesterday. Come on ANAD!!! <gggg> My EMC calls are up 600% in one week!!! Yowzer!!!! I am making up for last week when everything I played turned the wrong way including natural gas. Right now I think QCOM in the money calls are the best play I can find. I know that you're interested in IPOs. freeedgar has a very good newsletter with information on IPOs. Interest expected on this one freeedgar.com Sergio

To: JoeinIowa who wrote (22694)	12/6/2000 10:46:03 PM
From: Ken W	Read Replies (1) \| Respond to of 29382

Joe: Here is another one..OPLK has gone from 7+ to 20 in the last three days for basically no reason. The FA is horrible. Trading at 250 PE to 2001 earnings. Everyone and their parents (literally) have stock at anywhere from .014 to .25 cents per share...including CSCO. They IPO'd in Oct. lockup 90days from IPO...time is coming!! I've noted that these things move way up just before the lockup release...and of course there is an upgrade by the under writer. Hmmmmmmmmmmmm Ken