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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 (4439)	10/27/1998 12:08:00 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 18998

Muchas gracias Mr. Pink. A good choice and good timing.

To: Mr. Pink who wrote (4439)	10/27/1998 2:50:00 PM
From: Pullin-GS	Respond to of 18998

Not 14, but a few trips in and out in the 12s...... Currently short 12 3/8....debating whether to hold or not... Short ONSL (proxy short against EBAY).....will cover at days end.

To: Mr. Pink who wrote (4439)	10/27/1998 11:08:00 PM
From: Prof	Respond to of 18998

Datek will not let me short this POS - actually they just got done forcing all their customers to cover it. I need a second broker for this kinda stuff . . .

To: Mr. Pink who wrote (4439)	10/28/1998 11:00:00 PM
From: CoffeePot	Respond to of 18998

Hey Pinkie...still short ABTX?? YIKES!!!!! maybe you got a little overconfident there.....I sure hope it didn't cost YOU any money.....and stop referring to yourself in a god like manner......it's pitiful....

To: Mr. Pink who wrote (4439)	10/29/1998 1:58:00 AM
From: Tom Murphy	Respond to of 18998

Still think UTEK is a great short......Take a look at the Sector Report: Semiconductor Equipment/Electronics September - Worst Book-to-Bill on Record The SEMI book-to-bill ratio for the 3 months ending September for all equipment in total was 0.57, representing the worst ratio since SEMI began Publishing data in 1991. Total orders were down 16.1% from August levels. - Bookings have now declined 71% from peak levels in November 1997. - Front end orders for September were down 23.6% sequentially, after a decline of 24.2% in August. - On an absolute basis, September order levels of $476.4 million are the lowest since March 1993. - The front end ratio was 0.55 in September. This represents the worst ratio since SEMI began publishing data in 1991, and the twelfth sequential reporting period during which growth in orders has been less than growth in shipments.

To: Mr. Pink who wrote (4439)	10/29/1998 3:25:00 PM
From: Sir Auric Goldfinger	Read Replies (1) \| Respond to of 18998

Pinkettes, short term trading opportunity: Watch HTEI a POS Volpe deal with about 4.5 M of insiders stock to be effective today or tomorrow via shelf registration. Was lined up for a standard registration, but pulled it and then Co. said normal 144 would be the method. Snuck this shelf registration in. It goes to 8 very quick, possibly more. Insiders will sell very quickly. Volpe doing very weak job with Cowen. Other MMs to register. No standup here. Good luck.

To: Mr. Pink who wrote (4439)	11/1/1998 12:54:00 AM
From: Lonnie	Respond to of 18998

Mr. Pink: It looks like the SEC has shut down your 'friend' from Future Super Stock...too bad there goes some good shorts. sec.gov./enforce/litigrel/lr15958.txt