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Technology Stocks : Creative Computers(MALL) -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (763)	11/28/1998 11:58:00 AM
From: RockyBalboa	Read Replies (1) \| Respond to of 1634

Tom, that's a stark tobacco. Barrons talked tacheles this time. Additionally it is very easy to shave to price up to, say $120-$190 at the opening second, as long as they find enough orders to fill (I more expect 60-90 though, especially when they do not go monday early enough, the folks get tired quickly). But uBid isn't shortable so they keep MALL at a 20-30% discount to uBid to prevent people shorting into the opening. There will be little MALL buyers. Then, as some, not much uBids stream back (on a net basis), the bids can be dropped quickly. MALL will be kept outside a bit, as everybody knows, that it only will be shorted as a Ubid sell proxy. Do you know why? As uBID IPO buyers do not want to get a bad history at their broker's by flipping uBID...clear. Also, tax reasons may play a role here - to box the twins, but this is for the more nimble ones. As ever, except barrons, all JMHO and nothing stolen. And though I shorted a lot (except internuts again except ELNK@52 which I closed at par), I am not impoverished by any measures and up and running). Somehow it's nice to have left the MALL money giftshop already. The money was made, greed and fear rule the world from now. But for your pick, MZON, should I be greedy or take out the money and leave at 14? TIA C.

To: Tom Hua who wrote (763)	11/28/1998 12:14:00 PM
From: Richard B. Haenisch	Read Replies (2) \| Respond to of 1634

HELLO EVERYONE! Great article, Tom! However, there is still a "HUGE" upside for MALL, because of the IPO which if you compare it to ONSL could fetch $90 - $100 IMHO. Therefore we should still see an upside of around 40%! 0.8 x $90 (UBID IPO) + $10 (MALL intrinsic value) = $ 82 for MALL currently $57 to $82 = 40% You will see Merrill Lynch "hype" their IPO starting monday (which will drive MALL up further) . IMO - The reason for the sell-off on friday was simply that people see more of an upside % in stocks like MZON, NAVR, BAMM, AMEN, AWEB, DBCC, USAI, KLOC, CYLK and others. You will see more "new" investors after the hype. ONE THING EVERYONE HERE NEEDS TO UNDERSTAND, THE REASON WHY THESE INTERNET E-COMMERCE STOCKS ARE GOING UP SO INCREDIBLY FAST NOW, IS SIMPLY: 1. HUGE DEMAND; 2. SMALL FLOAT 3. HYPE 4. SHORT SQUEEZE 5. GREED ALL VITAL COMPONENTS TO A "NEVER BEFORE SEEN" MANIA THAT ALL OF US SHOULD/WILL BENEFIT FROM! So, to the "shorts" out there! GOOD LUCK! RICO One question for you Tom, Why didn't you wait to short MALL til right after the IPO? You have to admit, shorting it as early as you did was a MAJOR MISTAKE and WHY would you be long one e-commerce stock MZON and short another MALL? P.S. I had to cover my KTEL short at $17.5 (from 11.5). Can you believe it? the NASDAQ threatens delisting for KTEL, yet the stock goes up 45%! INSANITY!!!!!!!!!!! NO SHORTING FOR ME! I AM NOT STANDING IN FRONT OF THIS TRAIN, GIVE ME TWO SOLID DOWNDAYS AND WE WILL SEE, OTHERWISE LONG, LONG, LONG! Best of luck to all of us! Rico

To: Tom Hua who wrote (763)	11/28/1998 12:43:00 PM
From: Mohan Marette	Respond to of 1634

Tom:Couple of points regarding Barrons and other biz rags. First of all if any one makes their invest decisions purely on Barrons or any other biz rags is inviting unpleasant results and that goes for listening to 'hot-shot analysts' as well. Cases in point. 1)Every so often Barrons brings in couple of bearish analysts and interview them about DELL,been doing so for quite some time.The interview/article in Barrons about Dell has been so dismal 'cos these guys thinks DELL is overvalued etc etc.Now over the years if anybody bought their story on DELL they would have missed out on some heathy gains.In my case I made over 300% in DELL since I first started seeing this article in Barrons. 2)Intel and Merril Lynch- Every month or so Tom Kurlak Merrill Lynch's chief technology analyst has been knocking Intel for the past year or more,he said Intel is in big trouble and he expects the stock go below $50.00 as he thought that was the fair value for Intel.Sure since he is an influential analyst and some people listens to him the stock loses a point or two every time he opens his stupid mouth only to come back strong.This has been going on for a while, now the stock is over +$110/share and Kurlak admitted finally that he was wrong,his explanation 'well you know I am only human',yeah sure. I can go on but you get the idea. So what Barrons says or Kurlack says really doesn't matter (perhaps it might have a short term effect) the important thing is Investor Psychology and nobody can predict that or measure it in advance,but we will know it when we see it as evidenced by the recent i-Nut mania. Well everybody and his mother-in-law (analysts and rags mostly) have been saying -geeez this is crazy this internet sector is way over valued and will crash and burn- but the market proved them wrong not once but time and again and now they are saying -well geeez may be this is for real- So one man's opinion whether it appears in Barrons or by way of an analyst's opinion is not a good measure of anything is all I am saying. I think it will be wise, if investors after reading biz rags and listening to various opinions of analysts, to form their own opinion after digesting what they have seen and heard. One thing going for the i-Nuts are momentum along with short supply of stocks,perceived potential of the market and many others.You and I can say anything we want but it of little or no consequence. I think the guy who wrote the article in Barrons is going to be proven wrong to his dismay,for one think Merrill Lynch is more powerful in the market than Barrons,secondly it is not about how much money UBID is making now but the perceived potential and momentum that the whole sector seems to have.If i-Nuts stocks were to be valued based on earnings and conventional valuation methods then none of these stocks should be where they are today. I think 1.58 million shares of UBID will be snatched up by the market for unheard of prices many times over all in the same day,for how long I can't say. So there,now 'lemme' go do some more research so I can make a lot more money Monday than what I made last few days,how about you? Going to dig up some more dirt on MALL and UBID I presume,a futile exercise if you ask me.One day it may crash and burn along with the rest of the i-Nuts but right now 'papa needs some new shoes'.<vbg>

To: Tom Hua who wrote (763)	11/28/1998 1:03:00 PM
From: SAMOA1	Respond to of 1634

Not all, but a lot of investors see this as a big buying opportunity. A lof of investors will think since a lot of people will be discourage to buy maybe there's room for them. Look at how many so-called smart investors got burned with AMZN, YHOO...thinking no one would touch it. You can bet tons of people will be watching from the sidelines...when it sinks they wait to buy at a lower price...and if it moves up they will trade this like hell The barron issue just added more suspense that will provide the gasoline for the UBID ipo...and watch that ML network, don't you think they want this to work more than we do I've made enough money from MALL, even if it falls and I sell, I'll be okay even though getting more will be a lot more satisfying...just thinking out loud here

To: Tom Hua who wrote (763)	11/28/1998 1:46:00 PM
From: RikRichter	Respond to of 1634

The big joke is that Barrrons has been wrong on so many stock issues for so long they don't enjoy the pull they once had. Alan Abelson has been a long-term bear in the biggest bull market in US history. Here's a fact you can look up: Every time Barrons trashed Amazon.com, AMZN went on to hit higher and higher levels, The effect of Barrons is FREE GLOBAL PUBLICITY to the UBID IPO and thus guaranteeing substantial success as an IPO. For that, we MALL shareholders and management, UBID shareholders and management and the entire underwriting syndicate give Barrons a giant THANK YOU!