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To: Boplicity who wrote (11161)	3/5/2001 11:09:06 AM
From: LLCF	Read Replies (1) \| Respond to of 13572

<Just wrote the NTAP June 25 PUTs at 5. If I so happen to be putted both the Sept 30 and the June 25 minus the premiums I will have bought NTAP at 11.5, that would be around half the putted price. > Wow, you must have had some expire no?? DAK

To: Boplicity who wrote (11161)	3/5/2001 12:33:27 PM
From: McNabb Brothers	Respond to of 13572

Greg, I don't think so! Hank

To: Boplicity who wrote (11161)	3/5/2001 12:53:38 PM
From: Jim Willie CB	Respond to of 13572

A John Dorfman column on stocks to short my notes about a year ago, Dorfman touted several stocks to short his criterion was mktcap in excess of $6 billion but with Price/Sales ratio over 100 his sweep caught several stocks: Avanex, Internet Capital Group, Akamai, RedHat, Yahoo, CMGI the average decline in the past 12 months is 91% now... new criterion of mktcap over $1 billion wiht P/S ratio still over 100 his sweep catches four stocks, each in biotech: ImClone (IMCL) -- debt equals 2.6 times mktcap Human Genome Sciences (HGSI) -- profits expected after 2005 Enzon (ENZN) -- disputes with Roche and Yoshitomo Tanox (TNOX) -- $300k revs in Q4 each has a story is puney revenues, vast promise, and some controversy, if not heavy debt burden hmmmm, Jim

To: Boplicity who wrote (11161)	3/5/2001 12:53:38 PM
From: Jim Willie CB	Respond to of 13572

A John Dorfman column on stocks to short my notes about a year ago, Dorfman touted several stocks to short his criterion was mktcap in excess of $6 billion but with Price/Sales ratio over 100 his sweep caught several stocks: Avanex, Internet Capital Group, Akamai, RedHat, Yahoo, CMGI the average decline in the past 12 months is 91% now... new criterion of mktcap over $1 billion wiht P/S ratio still over 100 his sweep catches four stocks, each in biotech: ImClone (IMCL) -- debt equals 2.6 times mktcap Human Genome Sciences (HGSI) -- profits expected after 2005 Enzon (ENZN) -- disputes with Roche and Yoshitomo Tanox (TNOX) -- $300k revs in Q4 each has a story is puney revenues, vast promise, and some controversy, if not heavy debt burden hmmmm, Jim

To: Boplicity who wrote (11161)	3/5/2001 12:53:38 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 13572

A John Dorfman column on stocks to short my notes about a year ago, Dorfman touted several stocks to short his criterion was mktcap in excess of $6 billion but with Price/Sales ratio over 100 his sweep caught several stocks: Avanex, Internet Capital Group, Akamai, RedHat, Yahoo, CMGI the average decline in the past 12 months is 91% now... new criterion of mktcap over $1 billion wiht P/S ratio still over 100 his sweep catches four stocks, each in biotech: ImClone (IMCL) -- debt equals 2.6 times mktcap Human Genome Sciences (HGSI) -- profits expected after 2005 Enzon (ENZN) -- disputes with Roche and Yoshitomo Tanox (TNOX) -- $300k revs in Q4 each has a story is puney revenues, vast promise, and some controversy, if not heavy debt burden hmmmm, Jim