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To: jjs_ynot who wrote (12)5/13/1998 9:46:00 PM
From: cm  Respond to of 312
 
Wow, Me Giving Short-Term Advice Is WAY DANGEROUS...

I got into PNLK by DUMB, DUMBER, DUMBEST luck; found
a reference to it on Yahoo SEEK! thread of all places;
did quick DD; found somebody I knew on the SI PNLK
thread; and then bought and sat until this morning.
I figured I'd had a very nice run... VERY NICE RUN...
and why be greedy? (Again, this will give you insight
into how little of a system I worked with on this and
lot of my lucky plays.)

This thing, PNLK, is right now THE PERFECT BRAIN
VIRUS (or meme, as some writer calls it)... it's
on the Web... it's a search engine... it's got e-commerce
potential... and, hey, did I mention it's on the Web?
Now, a brain virus doesn't have to be a bad thing--there
are slogans and catchy little songs that fit into this
category. And there are ideas like BALANCING THE BUDGET
which became meme-esque and benefitted us all in the end.

But, why the frick be greedy? You've made a good
chunk off this... sure, it could run to 25, I suppose...
but think about that... what kind of market cap would
that be a for COMPANY THAT REALLY BARELY EVEN EXISTS
YET?

There's a guy named Gilberg on the Yahoo! SEEK thread
who is a bit of a visionary and a very smart fellow.
And he's all over this stock with the zealousness of
stalker... He LOVES IT! And Gilberg jumped on SEEK
early and has profited mightily. But, this ISN'T
a SEEK. And in order for it to be the next SEEK, I'm
afraid it's going to have to go through all the painful
growing up stages and missteps... which no one likes to
think about.

My short answer is, Dave, s**t, I don't know. But,
if you've gotten a sweet little return... why even look
back? You've outdone many others who claim to be
REALLY GREAT at this stuff.

Just my long-winded opinion...

Best Regards,

c m

P.S.: Their site presumably goes up Friday. I think
a lot of this run is in anticipation of seeing THE SITE
FROM GOD... but, what if it's just little more earthly...
and a little less than spectacular... Or what if it
doesn't go online Friday...? I'm not spreading doubts
about a company that I've profited in... and I've never
SHORTED a stock in my life... but, caution is a good
thing... I think... gulp...



To: jjs_ynot who wrote (12)5/14/1998 8:25:00 PM
From: cm  Read Replies (1) | Respond to of 312
 
Like I Said, Me Giving Me Short-Term Advice...

Is dangerous. Given all the downward pressures I felt
would be in place against PNLK today, I think it actually
performed pretty darned well. And it announced a new
strategic relationship, to boot. In the end, this
company may prove itself to be real... but there will
be plenty of time to catch it before it becomes a major
force. IMHO...

Best Regards,

c m