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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Seuss who wrote (1474)	7/14/1998 1:09:00 PM
From: Peter V	Read Replies (1) \| Respond to of 4634

Oh, the Places You'll Go, Dr. Seuss. I guess you hit the big time now. A little study in black and white in the SEC files (my guess would be a very little study, consisting of an e-mail or two). Congrats! btw, Dr. Singh does appear to get involved in a lot of stocks that go down significantly. I guess if he, Bill, or Pink shows up on one of my longs, it's time to reverse positions. <G>

To: Dr. Seuss who wrote (1474)	7/14/1998 1:37:00 PM
From: Graeme Smith	Read Replies (1) \| Respond to of 4634

How to print money. There are two easy ways to get money. One is to go to the bank and borrow $100. Unfortunately in a years time the bank will expect you to pay them back $110. The other alternative is to put $100 towards shorting pure Y2K plays. Then in a years time you will be asked to pay back $20 for the shares. The following table is a quick and dirty calculation on what some of the Y2K plays are worth. I have ordered from best short in my opinion down to worse short, based on a combination of expected return and P/S. The first Free Money column is based on shorting today and selling at book value on 1/2000. The second Free Money column assumes that you buy 50% more shares every time the price drops by a third (ie. maintaining the intial dollar value of the shares). Symbol Price Shares Mkt Cap Bk Value Sales P/S Est. earn Until Earn'00 '00 Price Free$ Free$ ALYD 15 1/4 17.36 265 0.92 1.14 13 2.5?? 3.42 78% 123% ACLY 10 3/4 7.97 86 1.59 0.97 11 0.87 Jul-99 1.22 2.81 74% 110% CRYSF 13 1/4 11.05 146 0.00?? 2.21 6 1.42 Jan-00 1.42 1.42 89% 184% ZITL 6 1/5 17.19 106 1.28 1.39 4 0.50?? 1.78 71% 102% TAVA 9 5/9 21.5 206 1.17 2.72 4 0.81 Jul-99 1.13 2.30 76% 117% DDIM 14 5/9 12.84 187 1.58 4.54 3 1.9 Jan-00 1.90 3.48 76% 118% PTUS 5 16.16 82 1.8 2.89 2 0.57 Jan-00 0.57 2.37 53% 62% VIAS 15 19.45 291 5.84 5.74 3 1.33 Jul-99 1.86 7.70 48% 54% SEEC 6 6.08 36 5.60 2.41 2 2 Jan-00 1.74 7.34 -22% -17% Est '00 is an estimate based on earnings of what they will earn between now and 2000. Three figures I made up. Zitel and ALYD have no estimates for the next year so I threw in highly optimistic numbers. Secondly CRYSF has no book value listed anywhere so I used 0 assuming that it must be negative. Graeme