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To: Kevin Lichtman who wrote (5660)	4/15/1998 3:38:00 PM
From: Tech Master	Respond to of 10786

Kevin- Isn't your company behind Beartracker.com?

To: Kevin Lichtman who wrote (5660)	4/15/1998 4:07:00 PM
From: RODNEY R. BORDELON	Respond to of 10786

Kevin, You should read the following, it may refresh your memory. <Summaries of other overvalued stocks. Prices and commentary are as of March 12, 1998. Click on company name for detailed research. Many stocks today are overvalued relative to their business prospects. Investors in these stocks imagine a future where everything goes right for these companies and their stocks. Such high-priced stocks are good Cub Scout candidates. For many of these companies, the momentum that led to the rise in their stock prices remains powerful and it is too early to predict when or if their stock prices will start falling. We have identified the following stocks that may develop into full-fledged Bears: Alydaar ALYD 2/12/98 Was $16.75 Now $18.125 Loss 8.2% Alydaar graduated from Cub Scouting to become March's Bear of the Month. The author maintains a short position in Alydaar.> If this is not a recommendation to short, then I must have read wrong. <Alydaar graduated from Cub Scouting to become March's Bear of the Month. The author maintains a short position in Alydaar.> Oh well, must be my mistake. Is the fire getting a little hot for you about now? I hope you don't lose to much money on your short. TRUTH

To: Kevin Lichtman who wrote (5660)	4/15/1998 4:10:00 PM
From: Jeffrey S. Mitchell	Respond to of 10786

I didn't interpret anything; I just cut and pasted the list. If the author is indeed just advising people to watch particular stocks, as you are saying, what good is it? Since few stocks rarely go only in one direction, then, by definition, almost every stock in the world qualifies as a good short (or long). Obviously for any "stock advisor" to be worth their salt they should be able to tell you a good entry and exit point. Since that web site does neither, but, as you claim, merely advises you to watch certain stocks, then, by your criteria, it is essentially useless. However, since the author maintains a chart of his picks -- and discloses their status (open or closed) from a given point in time -- I choose to believe he has drawn a line in the sand and should be judged accordingly. That being said, as all but one short pick went up over the next couple of months, it's no wonder the author hasn't updated that site in over a month. No matter what his April pick, if there is one, the odds of getting it right are in his favor (gg). So, take your pick: useless or wrong. - Jeff

To: Kevin Lichtman who wrote (5660)	4/15/1998 4:23:00 PM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 10786

Kevin, by the way, I actually enjoy your site stockdetective.com. I do agree that any sector that flies high like Y2K has got to come home to roost every once in a while. If you read the Y2K thread you will find there are plenty of Y2K companies you can short: 207.183.153.206 I'm sure after reading ALYD's latest 10-K (you did read it, didn't you) and after seeing their client list of billion dollar companies, and noting that they haven't even tapped into the contracted revenue to come from it, that you feel a little contrite. That's OK. If we can win over Pancho, we can win over you. (gg) - Jeff P.S. Just to refresh your memory, Alydaar's clients include: E.I. Dupont DeNemours & Co., 3M Corporation, British Airways PLC, AER Lingus, Ltd., Nabisco, Inc., R.J. Reynolds Tobacco Company, Smith Barney, Inc., GE Capital Global Consumer Finance LTD, State of New Jersey, Thomson Consumer Electronics, Ingram Micro, Northern States Power, Whirlpool, GRE Insurance Group, Bankgirocentralen BGC, United Guaranty Insurance, and the Texas Teachers Retirement System. Recent press releases may be found at biz.yahoo.com.