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Strategies & Market Trends : CAVALRY'S SHORT BUSTERS - MAGIC EIGHTBALLS PICKS -- Ignore unavailable to you. Want to Upgrade?

To: Baghul who wrote (84)	9/9/1998 12:20:00 AM
From: Cavalry	Read Replies (1) \| Respond to of 1637

wow tell me more about navr, do they compete with real players radio network as well, and can microsoft set their sights on navr's rebel base like rnwk and nscp, not a good place to be for any company, emperor bill knows how to absorb everyone elses market share still interested in navr tell me their story. cav ps do they use liquid audios technology, microsofts or at&t's for downloading.

To: Baghul who wrote (84)	9/9/1998 1:12:00 PM
From: Cavalry	Respond to of 1637

navr is linked at the hip to rnwk's share price, imo. on 5/22 rnwk $23---navr $4 on 7/18 rnwk $45---navr $7.50 on 9/14 rnwk $19---navr $4 believe navr acts like a lagging indicator in relation to rnwk share price. navr usually takes days or weeks more than rnwk to move. watch for rnwk's next major breakout then jump in on navr. they are joined at hip, if investors dont buy into real player they wont buy into netradio. personally think live video not audio is rnwk's real draw in future. cav

To: Baghul who wrote (84)	9/9/1998 4:14:00 PM
From: Cavalry	Read Replies (1) \| Respond to of 1637

thnk down 30% today sinking ship not short buster Think New Ideas Plunges After Analyst Slashes Earnings Estimate New York, Sept. 9 (Bloomberg) -- Think New Ideas Inc. shares fell as much as 35 percent after an analyst at Prudential Securities Inc. slashed his estimate for the Internet company's earnings in the current quarter. The company's shares fell 3 5/16 to 7 13/16 in midafternoon trading of 2.98 million shares, five times average three-month volume. Earlier, they traded as low as 7 1/4. In April, the stock reached a 52-week high of 39 1/4. Analyst James Dougherty cut his estimate for net income for the first quarter ending Sept. 30 to 1 cent from 8 cents, after a discussion with management on Thursday. In a report issued early today, he wrote that he expects the small profit to come from interest income. Dougherty said company executives expect first-quarter revenue to fall $1 million to $2 million below their internal estimate. He cited the impact of the Asian economic crisis on high tech clients like Oracle Corp. and Hewlett-Packard Co. He also cut his recommendation to ''hold'' from ''accumulate.'' Dougherty was traveling and unavailable for immediate comment. Think New Ideas executives weren't immediately available for comment. The average forecast is for earnings of 10 cents a share, based on a survey of five analysts by First Call Corp. In a company-sponsored conference call on Aug. 6 announcing fourth-quarter results, Dougherty complained he didn't receive Think New Ideas' earnings press release until near the end of the call. The release wasn't widely distributed until hours later. ''We're doing business in the dark,'' he told call participants. He lowered his fiscal 1999 earnings estimate to 55 cents from 64 cents. Think New Ideas hasn't yet filed its 10-K report for fiscal 1997, which is due at month's end. During the conference call, Chief Financial Officer Melvin Epstein said that the fiscal 1998 audit would be completed before the end of August. Think New Ideas fell 24 percent on May 26, after co-founder and chief executive Scott Mednick resigned to pursue a career in philanthropy, only to join another Internet company, X-Ceed Inc. as co-chairman and chief strategic officer, two months later. 13:39:26 09/09/1998

To: Baghul who wrote (84)	9/9/1998 4:20:00 PM
From: Cavalry	Respond to of 1637

navr needs to wait for rnwk to post better than expected earnings or something similar, you need major buying pressure to come in for rnwk and hope for a trickle down effect. only 6 channels on real player g2 for navr is weak prescence, if rnwk has similar short position that is far better play rnwk moves big time on 300k volume, rnwk is in same boat as nscp. they remind me of people who turn states evidence and get protection from gov't. the gov't says we will protect you dont worry then their car gets blown up or something like that. rnwk challenged msft in open court, they are now master gates enemy, not a healthy role for any company. cav

To: Baghul who wrote (84)	9/10/1998 12:43:00 AM
From: Cavalry	Read Replies (1) \| Respond to of 1637

where did you get these short figure from To: Don Roberts (37 ) From: Baghul Wednesday, Sep 9 1998 12:06AM ET Reply # of 109 I agree with you on THNK. I have couple more for the list AVEI Float 23 mil Short 6 mil PE 24 Here is the homepage avei.com Competitors include MDT, GDT and BSX. Selling at a discount to others NAVR Float 1.6 mil Short 6.0 mil About to take Net Radio public. netradio.net Related companies include NTKI, CDNW, EGGS and KTEL i get much lower short for navr Item Ticker Company Name Month Shares Short Avg Daily Volume NAVR ÿ Navarre Corporation 08/98 1,685,462 1,324,764 1.27 ÿ Item Ticker Company Name Month Shares Short Avg Daily Volume AVEI ÿ Arterial Vascular Enginee 08/98 6,021,768 1,585,409 3.80 ÿ avei your numbers are fine navr only 1.6 mil short still shorted. Cav