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Technology Stocks : Daily Tides...Jetsam and Flotsam -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (48)	6/25/2001 1:09:31 AM
From: 2MAR$	Read Replies (1) \| Respond to of 80

Qualcomm Inc-QCOM has a luncheon in N.Y. on 6/26 sponsor MSDW Williams Commun-WCG has a field trip to Tulsa & 1:1s 6/26-6/27 sponsor LEHM Micron Tech-MU has management mtgs in LA & Denver 6/27-6/29 sponsor MLCO Oracle-ORCL has an analyst meeting in Redwood Shores, CA 6/27-28 sponsor Company Riverstone Networks-RSTN has management mtgs on 6/27 sponsor COWN Conference/Meetings TyCom Ltd-TCM has an analyst meeting on 6/28 sponsor Company Conference/Meetings Visual Networks-VNWK has a 9:30 analyst meeting on 6/28 sponsor Company Conference/Meetings Semtech-SMTC has 1:1s in Texas 6/28-6/29 sponsor MONT Conference/Meetings Network Appliance-NTAP has a management meeting in N.Y. on 6/29 sponsor CEUT Electronic Supply Chain Conference in New York on 6/26 sponsor FBCO Conference/Meetings Corning-GLW reit neutral@MSDW "fair value is $12-14 and trough value $7" Compaq Computer Prepares Massive Restructuring -WSJ>CPQ Check Point Software-CHKP now negative @ WARR we were 1 of last bulls Merck-MRK has a 2:00 business update C.C. on 6/27 with Pres sponsor FBCO Conference/Meetings Internet Forum 3.0 Conference in Santa Barbara 6/24-6/27 sponsor TWPT Conference/Meetings Japan Hot Stocks-Trend Micro, Oracle Japan, Paltek Tokyo stocks softer midday, NTT leads fall, Japan's economics minister is urging a complete break-up of the telecoms giant. biz.yahoo.com finance.yahoo.com^N225&d=1d

To: 2MAR$ who wrote (48)	6/25/2001 9:59:35 PM
From: 2MAR$	Respond to of 80

here's a list of cash-rich dotcoms and those with an asterick are the ones being booted from r2000. BFRE, EPRS, VNWI, and VCNT seem to be the best bets for nice pops in july/august.... 'Net Cash While most of the stocks in the once glorious Internet sector are struggling to stay afloat, the 70 listed below trade at less than the value of the cash on their balance sheets. And none, it's worth noting, carry any long-term debt. Message 15989237 Price Cash/Share Market Value Total Cash Rank Company Symbol 6/1 3/31 6/1 (Mils.) 3/31 (Mils.) Discount 1 Snowball.com SNOW $0.29 $1.85 $3.4 $22.0 84.3% 2 Aptimus APTM 0.28 1.48 3.5 18.7 81.1 3 Calico Commerce* CLIC 0.31 1.20 10.9 42.3 74.1 4 Promotions.com PRMO 0.28 1.06 4.0 15.3 73.5 5 Eprise* EPRS 0.79 2.60 18.8 61.9 69.7 6 ImproveNet IMPV 0.37 1.21 6.7 22.1 69.6 7 E-Stamp ESTM 0.16 0.50 6.1 18.9 67.9 8 El Sitio LCTO 0.43 1.06 18.9 46.6 59.5 9 Network Commerce* NWKC 0.15 0.34 11.6 26.3 56.0 10 Via Net.works* VNWI 1.50 3.41 91.3 207.5 56.0 11 Liveworld LVWD 0.18 0.37 4.5 9.4 51.7 12 Liquid Audio LQID 2.54 5.09 56.6 114.8 50.7 13 Scient SCNT 1.09 2.17 80.8 161.1 49.8 14 Opus360* OPUS 0.25 0.49 12.4 24.1 48.6 15 knot KNOT 0.48 0.93 7.1 13.7 48.4 16 Integrated Information IISX 0.98 1.85 19.9 37.5 46.9 17 Viant* VIAN 1.82 3.42 91.4 171.8 46.8 18 NetPerceptions* NETP 1.75 3.23 47.3 87.3 45.8 19 Tut Systems* TUTS 2.66 4.71 43.3 76.6 43.5 20 Be Free* BFRE 1.25 2.21 83.6 147.8 43.5 21 Telemate.Net Software TMNT 1.65 2.78 15.2 25.6 40.6 22 Artistdirect ARTD 0.78 1.30 29.5 49.3 40.1 23 Vicinity* VCNT 1.98 3.29 56.5 93.8 39.8 24 Loudeye Tech.* LOUD 1.22 2.00 50.6 83.1 39.1 25 Avenue A* AVEA 1.32 2.14 76.7 124.5 38.4 26 iPrint.com IPRT 0.47 0.76 14.1 22.8 37.8 27 Delano Tech DTEC 0.60 0.95 22.2 35.4 37.1 28 Webvan Group WBVN 0.15 0.24 72.2 114.6 37.0 29 Vyyo* VYYO 1.80 2.82 66.4 104.1 36.2 30 LifeMinders.com* LFMN 1.49 2.31 38.7 60.1 35.6 31 Log On America LOAX 0.45 0.69 4.0 6.0 34.4 32 NetZero* NZRO 0.85 1.28 106.5 160.6 33.7 33 MyPoints.com* MYPT 1.60 2.41 65.2 98.2 33.6 34 drugstore.com* DSCM 1.15 1.71 76.3 113.8 32.9 35 ONVIA.com* ONVI 0.89 1.32 80.1 118.6 32.5 36 Digital Impact* DIGI $1.70 2.51 46.2 68.1 32.2% 37 Lante* LNTE 1.25 1.82 50.4 73.2 31.2 38 Stamps.com STMP 2.99 4.24 150.2 213.1 29.5 39 VantageMed VMDC 1.08 1.51 9.3 13.0 28.4 40 i3 Mobile IIIM 2.44 3.39 55.7 77.4 28.1 41 Jupiter Media Metrix* JMXI 1.51 2.10 53.5 74.3 28.0 42 WorldQuest WQNI 3.08 4.25 19.7 27.1 27.5 43 PartsBase.com PRTS 1.40 1.90 19.9 27.1 26.4 44 CyberSource* CYBS 1.67 2.27 58.9 80.0 26.3 45 Preview Systems* PRVW 3.06 4.08 53.0 70.7 25.0 46 HearMe.com HEAR 0.55 0.70 16.0 20.3 21.0 47 LivePerson* LPSN 0.31 0.39 10.5 13.2 20.3 48 Organic* OGNC 0.40 0.49 35.6 43.7 18.6 49 SilverStream Software* SSSW 6.30 7.72 137.5 168.5 18.4 50 Theglobe.com TGLO 0.24 0.29 7.3 8.8 17.4 51 TheStreet.com TSCM 1.74 2.10 48.4 58.5 17.3 52 Niku* NIKU 1.32 1.58 101.3 121.6 16.7 53 InsWeb INSW 0.92 1.10 38.9 46.6 16.4 54 Mediaplex* MPLX 0.80 0.95 28.8 34.0 15.4 55 L90, Inc. LNTY 2.44 2.87 58.6 68.8 14.9 56 Versata* VATA 1.09 1.27 45.2 52.8 14.4 57 EarthWeb EWBX 3.03 3.49 31.9 36.7 13.2 58 Marimba* MRBA 2.24 2.55 53.4 60.9 12.3 59 High Speed Access* HSAC 1.37 1.56 80.6 91.7 12.1 60 AutoWeb.com AWEB 0.40 0.45 11.8 13.2 10.5 61 CareScience CARE 1.80 2.00 23.4 26.1 10.1 62 ValueClick* VCLK 3.04 3.34 110.8 121.9 9.1 63 eBenX* EBNX 3.46 3.75 68.3 74.0 7.7 64 ITXC ITXC 3.71 4.00 166.8 179.7 7.2 65 Persistence Software* PRSW 0.70 0.74 14.0 14.8 5.7 66 Cysive* CYSV 3.26 3.40 96.6 100.8 4.1 67 SciQuest* SQST 1.61 1.68 46.4 48.4 4.1 68 DSL.net* DSLN 0.82 0.84 53.1 54.3 2.1 69 FastNet FSST 0.95 0.96 17.1 17.3 1.3 70 HealthGate Data HGAT 0.73 0.73 13.1 13.2 0.6 * Preliminary Russell 2000 deletion. Source: Pegasus Research International, Guzman & Co.