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Strategies & Market Trends : January Effect 2001 -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (101)	12/26/2000 10:59:03 AM
From: RockyBalboa	Respond to of 289

Yes. I took some LCTO at .5 and are looking into DSLN at around 0.5 to .56, some selling pressure ahead...

To: Q. who wrote (101)	12/26/2000 3:25:11 PM
From: Street Hawk	Respond to of 289

IISX and RRRR are a couple that I believe could pop in January. IISX will have over $40 mil cash by eo4q, and had book value based real assets of $82 mil at the end of last quarter. They had to write off some of the receivables, but the book value is still probably at least $60 mil. The mkt cap is $15 mil. Their capital expenditures burn rate is going to be significantly reduced next year, with projection of about $8 mil. They have made significant layoffs to cut expenses. I can't say much for their business, but their financial position is strong. The company has also budgeted a significant reduction in capital expenditures in 2001, decreasing approximately 70 percent from approximately $26 million in 2000 to approximately $8 million in 2001. Management anticipates that the reduced capital expenditure budget for 2001, combined with capital assets acquired in 2000, will be sufficient to support projected operations in 2001. RRRR has $170 mil in cash, and their burn rate is still high, but their market cap is $105 mil. They are an inut incubator, and has been butchered lately. Could bounce back strong.

To: Q. who wrote (101)	12/27/2000 8:56:14 AM
From: RockyBalboa	Read Replies (2) \| Respond to of 289

Got some quixell, QXLCD at 2, it is a special situation. In the U.K it trades at 8.50 p which is on a 25:1 basis using current currency conversion about $3.

To: Q. who wrote (101)	12/27/2000 9:59:42 AM
From: RockyBalboa	Respond to of 289

Razeurfish was a bit oon the sale, I took some in at 1 1/4... looks cheap. The other stock which always trades in tandem with Razorfish is Marimba (currently 3 3/4, Cash $3).

To: Q. who wrote (101)	12/27/2000 1:36:59 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 289

DSLN at 0.50 as expected. ...with 109MM and a burn of about 20 to 30 for the Q it is well under cash now,.. hard to buy.

To: Q. who wrote (101)	12/27/2000 3:26:53 PM
From: RockyBalboa	Respond to of 289

Add Clarus, CLRS, 40% cash level @ 5 13/16 etc... I note that partly HRZG but in many times MASH is very busy defending stocks...with teeth & claws.

To: Q. who wrote (101)	12/27/2000 3:59:42 PM
From: RockyBalboa	Respond to of 289

as expected, MAXM trades .75 higher compared to the tims th margin selling was done...the 1x1question is whether to micro-trade it or to let profits run. DSLN no dealing on ISLD at 0.50, .51 shows me noone is willing to sell it. TERN update: NITE, and INCA is done selling at 4 1/4, so it could give way to better prices. SBSH supporting the stock... all in all, a good day, with nice turnover and cheap prices, though, the NETA/MCAF thingy was no help...