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Pastimes : After The Dust Settles - (Finding Potential Bargins) -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (6)	9/30/2001 5:02:39 PM
From: Dr. Jeff	Read Replies (1) \| Respond to of 19

<<my terminal shorts (put plays for me) are AMZN and ZIXI.>> Hey Dale, Very possible both your picks will be terminal, but I think someone like AOL will buy AMZN when it gets cheap enough. Perhaps for $500 Million. It seems to me their customer base and technology may be worth it. We'll see. As for ZIXI, I don't know much about the company but I understand they have pretty decent technology. Problem is, the valuation is still completely ludicrous so you've probably got a good terminal candidate. Again however, the risk is that someone may buy it out........... Of your long picks, I'm most familiar with AVCI. It's selling well below cash & book. I generally avoid anything below $5 though, but it's probably a safe bet here with speculative capital IMO.