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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (16372)	2/28/2002 1:31:36 PM
From: benchpress550	Respond to of 18998

Who is this masked man Message 15592730 Message 15562451

To: Mr. Pink who wrote (16372)	2/28/2002 2:54:13 PM
From: knaze57971	Respond to of 18998

And LRCX started it's obvious decline...thanks P$NK

To: Mr. Pink who wrote (16372)	2/28/2002 8:43:23 PM
From: Mr_X	Read Replies (2) \| Respond to of 18998

Mr.P@$K, I went to Edgar and read the full text of the letter. Your friend/operative Mr. Loeb is certainly eloquent. Can you enlighten us as to what a "hootenany" is? What do you think of Penn Virginia Resources (PVR), the MLP affiliate of PVA? My broker shoved some down my throat, not sure why I own it, but at least its not down much. Mr. X

To: Mr. Pink who wrote (16372)	2/28/2002 9:08:09 PM
From: Mad2	Read Replies (1) \| Respond to of 18998

Guy's no slouch, doesn't mince words. Rather popular in the investment world, below are articles featuring or quoting his causes. mad2 4. Venture Capital Journal, June 1, 2001, Pg. ITEM01152002 ; 0883-2773, 1438 words, General Atlantic Embroiled in Portfolio Problems., Christopher, Alistair 5. Venture Capital Journal, June 01, 2001, 1436 words, General Atlantic Embroiled in Portfolio Problems, Alistair Christopher 6. Mergers and Acquisitions Report, April 23, 2001, 668 words, Shareholders Put Software Co. in a Bind: Sources Were Split, though, on Whether Bindview Will Be Forced To Sell, Ricardo Roberts 7. The Houston Chronicle, March 24, 2001, Saturday, 3 STAR EDITION, BUSINESS;, Pg. 1, 391 words, Investors in BindView urge leaders to 'sacrifice' egos, DAVID IVANOVICH 8. St. Louis Business Journal, December 11, 2000, Vol. 21, No. 13; Pg. 1; ISSN: 02716453, 65221110, SLBJ-2190-1, 1010 words, Sweet deal for Stiritz: $36 million, Manning, Margie 9. St. Louis Business Journal, October 9, 2000, Vol. 21, No. 4; Pg. 7A; ISSN: 02716453, 62539900, SLBJ-2181-8, 422 words, Agribrands accepts merger after Ralcorp sweetens pot, Manning, Margie 10. St. Louis Business Journal, October 16, 2000, Vol. 21, No. 5; Pg. 4; ISSN: 02716453, 62716203, SLBJ-2182-6, 469 words, Shareholder sues to block Agribrands, Ralcorp merger, Manning, Margie 12. MAR/Hedge, June, 2000, STYLE FOCUS; No. 78; Pg. 12, 783 words, The shorts reign in April, By Philip Scipio 13. The New York Times, January 9, 2000, Sunday, Late Edition - Final, Section 14; Page 4; Column 2; The City Weekly Desk, 1240 words, NEW YORKERS & CO.; Hired Eyes: Advisers Who Fill Walls With Art, By TARA BAHRAMPOUR 14. MAR/Hedge, November, 1999, UPDATE; No. 71; Pg. 4, 73 words, Third Point will roll out Banzai Offshore 25. MAR/Hedge, October, 1998, UPDATES; No. 58; Pg. 3, 145 words, Third Point to trade short-biased fund 26. Los Angeles Times, May 29, 1998, Friday, Orange County Edition, Page 6, 531 words, APRIA SHARES FALL AFTER SEARCH FOR BUYER HALTED; TRADING: SOME LARGE SHAREHOLDERS QUESTION HEALTH CARE COMPANY'S DECISION TO REMAIN INDEPENDENT., From Bloomberg News 27. THE ORANGE COUNTY REGISTER, May 29, 1998 Friday, MORNING EDITION, Pg. C02, 316 words, Apria shares take a hit as search for buyer ends; HEALTH CARE: The company's stock closes at $ 7.75, down $ 1.25., JIM FINKLE, Bloomberg News, COSTA MESA, CA 32. Mergers and Acquisitions Report, January 06, 1997, 122 words, Hoppe Joins Third Point Partners, Richard Rubin 33. Mergers and Acquisitions Report, January 06, 1997, 122 words, Hoppe Joins Third Point Partners, Richard Rubin 44. Forbes, June 8, 1992, MONEY & INVESTING; Streetwalker; Pg. 164, 313 words, Drexel lives, RIVA ATLAS; EDITED BY THOMAS JAFFE

To: Mr. Pink who wrote (16372)	3/1/2002 1:07:48 AM
From: mishedlo	Read Replies (1) \| Respond to of 18998

Can you look at these dogs and make any sense out of them. Specifically Look at insider sales. 4.5M shares received as a gift? 4.5M shares gave as a gift? biz.yahoo.com Buys and sells to related entities. The whole damn thing looks like some kind of screwy mess at best and scam at worst. Huge debts, declining profits, etc etc. The sad thing is I posted this on SI about a week ago and forgot all about it. Someone asked me today how my short was doing. Sigh. M

To: Mr. Pink who wrote (16372)	3/19/2002 12:07:58 PM
From: Mr_X	Read Replies (2) \| Respond to of 18998

Mr. P$nk, Since you seem to have a good relationship with Dan Loeb of Third Point, I was wondering if you could comment on the propensity of other investor to follow Loeb into investments in which he he has filed a 13-D. I have noticed, for instance, both Robert Chapman and Greenlight frequently following Loeb into investments. And now T Boone Pickens. Does Mr. Loeb mind this behavior? Does he charge Chapman, Greenlight or Pickens any sort of fee for providing them with these opportunities? Does he resent others using his work and insights for their own profit? thanks. Mr. X