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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (832)	11/29/1998 7:23:00 PM
From: Don Pueblo	Read Replies (1) \| Respond to of 19428

GREAT idea!

To: Sir Auric Goldfinger who wrote (832)	11/29/1998 7:34:00 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 19428

AG, the idea is amazing. It may raise questions about the sustainability of longer term upswing of internuts, and whether people are able to justify a scenario consistently in that the internet industry will not drop (besides the most frenzied forward revenues calculators, thanks to TMF). Some more detailed issues here: -The "look-back" period is? ...that makes these things fall 40% in a week? or ...The five names that combined that would need to be down 40% from their peaks... So do you mean: The stocks should lose 40% from a traded high to the traded low within a sliding one-week window on an individual or joint basis. Or should the five stocks be off 40% on average (price or market cap weighted), from their historical (recently set) peaks on a certain point of time (here: week). -Reasons: Can the reasons for the drop be selected individually for each of the stocks or should it be restricted to a "major-disaster" event, concerning the industry as a whole. -Percentage: Why did you select 40%, not 25% or 30%? Do you attribute that to the steeper gains and higher volatility, so that even values up to 25% can be treated as market correction, but 40% for the big issues as bear market? That will help the people sit down and think about their investment style on a longer term basis. C.

To: Sir Auric Goldfinger who wrote (832)	11/29/1998 8:20:00 PM
From: Dante Sinferno	Read Replies (1) \| Respond to of 19428

<<the changing of margin requirements>> That's my guess , could start this week , as rumors tend to circulate quickly. From stockrumors.com <<<Remember This Is Only a Rumor !!! There is a rumor circulating The Street that The NASDAQ and Brokerage Firms are going to implement a new rule that Internet Stocks can no longer be margined, or be bought on margin or in margin accounts. In other words 100%cash needed to bye internet securities. We have also learned this the reason for the recent weakness in internet stocks.Remember This Is Only a Rumor !!! *** This same rule was implemented in Casino stocks back in the 70's. >>>> Rob

To: Sir Auric Goldfinger who wrote (832)	11/29/1998 8:36:00 PM
From: majormember	Read Replies (1) \| Respond to of 19428

>If people like the idea and we tighten up the rules Auric, Great idea! Put me down for ONSL. As for why and when: last years UPS strike crippled College Bookstores all over the country. I managed a bookstore, and had to use other, more expensive means of getting books (FED-EX). If we have another UPS, along with a FED-EX strike, on top of a terrible winter, deliveries of merchandise could stop. Taking it a few steps out, people could become adverse to investing in any co. that depends strictly on delivery of merchandise. Skane

To: Sir Auric Goldfinger who wrote (832)	11/30/1998 1:36:00 AM
From: Shtirlitz	Respond to of 19428

Auric, You're on. I'll reserve my 3 tries at the moment. The five names you called may take a few month to play out. Good Luck.

To: Sir Auric Goldfinger who wrote (832)	11/30/1998 12:15:00 PM
From: Kevin Podsiadlik	Read Replies (2) \| Respond to of 19428

I suppose it would be a foul to select 8/26/98 - 9/1/98, AMZN and CMGI, and "general market downturn due to Asian jitters" as the reason. AMZN fell 50.1% over that five trading day span, while CMGI splatted 51.2%. YHOO and AOL just missed the 40%-in-a-week milestone, tumbling 39.1% and 38.7% respectively over that same time frame. EBAY, being new, only has a 34.7% week-long plummet to its "credit", from 10/2 to 10/8. Not sure what my point is, other than a 40% contraction on Net stocks across the board may be as much of a "so what" as anything else has been this year.

To: Sir Auric Goldfinger who wrote (832)	11/30/1998 3:55:00 PM
From: UDanWright	Respond to of 19428

I guess it is too late to choose today...huh?.... What a blood bath! I pity the poor fools who bought at the open based on Friday's activity...