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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Anthony@Pacific who wrote (70664)4/25/2001 5:19:22 PM
From: 200ma  Read Replies (1) | Respond to of 122087
 
great job A@P! I just read the report and can't wait to read part II regarding move.com transaction



To: Anthony@Pacific who wrote (70664)4/26/2001 2:42:51 AM
From: Ray Rueb  Read Replies (2) | Respond to of 122087
 
insidetruth needs to read press releases.

Tony: there was no illegal disclosure here.

The release of information relating to the doubling of the Realtor subscriber base occurred more than two months ago in a PRESS RELEASE, that you obviously didn't read. You might want to back off the "illegal disclosure" talk, some people take a dim view of people publishing other peoples names in connection with false allegations.

Your insider logic is seriously flawed. Insiders must file 144, but not all 144 filings are from insiders. I believe HOMS had a private offering to all realtors prior to IPO. Don't they all have to file 144 before selling? Is the average realtor who bought stock an insider?

Dude: Wake up! Why did HOMS Oct to Dec site numbers decline compared to Jul to Sept? Your guess was really off base. Hint: do more people look for homes in the summer or during the Thanksgiving to Christmas holidays? Man.... you mistook seasonality for a business trend. HOMS Jan to Mar was all time high numbers, and that was probably BEFORE integration of move.com traffic. Again, disclosed in press releases that had you read you could have avoided the embarrassment of my pointing out your errors.

I have repeatedly stated that I admired some of the work you do here. I thought I had learned a lot. But really, this "research" of yours makes me think that you don't know how to trade any better than me. Certainly this makes all your research suspect.

How about this hint: before your next foray into investigative journalism, simply pick up the phone and make a serious attempt to contact the investor relations person at Homestore. She could have saved you from publishing this embarrassing mish mash of misconceptions.

You all be careful out there
Ray