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To: Joe Krupa who wrote (8404)1/10/2002 5:43:33 PM
From: Cal Gary  Respond to of 14101
 
Hi Joe

Don't know about you, but I'm cooking up crow stew tonight.

BTW

Since Monday (4 days) Jan 7:
Shares $
ITG 51,100 $294,347
TK 74,500 $429,567
Dundee 52,300 $300,566
177,900 $1,024,480

Since Dec 5th (inclusive):
Shares $
ITG 258,300 $1,254,543
TK 324,400 $1,590,546
Dundee 308,300 $1,487,974
891,000 $4,333,063

*I'm using only sold numbers, not net numbers. TK appears to have two accounts (or more) buy/selling and acqua, just a hunch.

If no announcement tonight, I wanna up my guess to
$4.5 million draw.

Actually pretty good in one sense to be able to draw at this level and sustain the price.

Chow

err
DMX, 2 Phase III products!



To: Joe Krupa who wrote (8404)1/10/2002 10:50:07 PM
From: axial  Read Replies (1) | Respond to of 14101
 
Hi, Joe - Thanks for your responses on this.

I'd just like to add something, as a sort of sidelight to the whole question of the Acqua deal.

I don't think I have ever seen a more vivid example of market psychology at work, than when these shares are being shorted.

When the perception is that the shorting is over we see these little frenzies of acquisition. What happens? Of course, the price is driven up, and volumes increase.

As soon as the Three A's start shorting - well, it's like pouring water on a fire: it extinguishes the buying, and the volume. The bulls come screeching to a halt, baffled: like they've all been stunned.

Yet reason and logic dictate that the time to buy (in this special case) is when it is being shorted: that's when volume should increase.

The interplay between thought and emotion that's being played out in the market on DMX right now, is a study: a fascinating display of human nature.

Best regards,

Jim



To: Joe Krupa who wrote (8404)1/13/2002 10:05:41 AM
From: Cal Gary  Respond to of 14101
 
Hi Joe, can you deliver a simple "YES" vote for me to Fabrication for his/her informal survey? Thanks.



To: Joe Krupa who wrote (8404)1/15/2002 11:34:24 AM
From: Cal Gary  Read Replies (1) | Respond to of 14101
 
Hi Joe, according to the trading record, and a $4mm draw, the three banditos may have over shot the runway by about $0.58m (read $580,000) or 131,000 shares in their hedging operations.

I wonder what in the agreement will help them with this 'over sight'.

When you have time, can you confirm or deny using your spanky database. Thanks.



To: Joe Krupa who wrote (8404)1/18/2002 10:30:55 AM
From: Montana Wildhack  Read Replies (1) | Respond to of 14101
 
Hi Joe,

Any early prognosis on the size this time (sip)?