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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling -- Ignore unavailable to you. Want to Upgrade?

To: Michail Shadkin who wrote (188)	5/3/2001 10:54:00 AM
From: allen menglin chen	Respond to of 6873

thx Michail. I bot some @ 3.04. earning tonite; so I won't bet too large. Mr Pink, another hedge fund manager, likes BVEW too. Here is his old post on March 31. Message 15592730

To: Michail Shadkin who wrote (188)	5/3/2001 10:55:20 AM
From: Paul Kern	Read Replies (1) \| Respond to of 6873

RE: BVEW There is also a group that accumulated, If I remember correctly, seven per cent of the shares and is demanding a seat on the board. Their goal is to sell BVEW this year contending that management hasn't protected shareholder value. Paul

To: Michail Shadkin who wrote (188)	5/3/2001 1:15:46 PM
From: ZJOHN	Read Replies (1) \| Respond to of 6873

Hi Michail, Do you plan on holding BVEW overnight till after earnings? Thanks in advance. You got a nice thread going here.

To: Michail Shadkin who wrote (188)	5/3/2001 4:39:10 PM
From: allen menglin chen	Respond to of 6873

BVEW meets est of -.07 "We are pleased to report that we achieved year-over-year revenue growth despite the slowdown in the economy," said Richard P. Gardner, president and chief executive officer of BindView. "We are on target with the plan we outlined in March and believe that the cost cutting measures implemented in the first quarter along with the appointment of Edward Pierce as our chief financial officers will help enable us to deliver on our commitments. We are excited about having Ed on board and believe his broad financial experience will contribute to the successful implementation of our business strategy." -- The company's cash position remains strong. The cash, cash equivalents, short-term investments and long-term investments decrease from $59.5 million to $55.1 million due to the buy back of 1.6 million shares of BindView stock for a total of $5.8 million. Deferred revenue increased by over $1 million from $11.5 million to $12.5 million. siliconinvestor.com Their March guideline: --Revenue growth of 20-40 percent from 2000 results, with guidance toward the low end of the range --BindView will be profitable in 2001 --Revenue outlook by quarter: $17, $23, $29 and $34 million --EPS outlook by quarter: $(0.07), $(0.02), $0.03 and $0.06 per share biz.yahoo.com ================================================= so the company bot back 1.6 mil shares stocks w/ avg cost of 3.62/share.