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


To: Sir Auric Goldfinger who wrote (1074)1/1/1999 12:16:00 PM
From: SOROS  Respond to of 19428
 
Message 7062062



To: Sir Auric Goldfinger who wrote (1074)1/1/1999 3:33:00 PM
From: blankmind  Respond to of 19428
 
Auric,

I agree with your analysis on IFLY - being a better short candidate than anything else.

- How 'bout a possible interent long? Thanks

- MTSLF is an undiscovered, true internet player. And probably the most undervalued stock on any exchange, with a closing price of 1 13/16 on 12/31/98. Here's why:

- $5 mill in cash & equivalents; and practically no debt; $3 book value.

- MTSLF trades under $2/share; made $.31/share in '97; 6 straight years of profit; and 4.7 mill shares o/s, but much less in the actual float

- Customers and partners include: Phillips, Siemens, Ericsson, Lucent, Nortel, Alcatel, Tadiran, Harris, NEC, Executone, & Panasonic (souce: '98 Annual Report audited by Ernst & Young)

- several big, recent OEM agreements, publicly & jointly announced, begin generating revenue in '99

- IPO U/W - Hampshire Securities, went belly up & stock price plummeted from a high of 8 1/2
- However, Stuart, Coleman (a NYSE registered firm in NYC) - recently initiated coverage & issued an impressiver research report

- Traded on NASDAQ National unitl a few weeks ago; now on Nasdaq Small Cap

- Auditors: Ernst & Young

- web page: tabsbymer.com
- you can even download a demo of some of their products.

- so what do they sell? Well, if your firm has a PBX - that's a big telepohone system - and you obtain individual calling data, you may be using one of Mer's products & not even realize it.
- eventually, all their customers will save even more, as the info will be accessed on Mer's web site thru your Microsoft Internet Explorer or Netscape browser

- Their newest & greatest product, called "Least Call Routing Over the Net," gives customers tremendous value b/c it requires no effort. It's pure call savings.

- For the week ending 12/31/98, MTSLF started at like 1 5/16 & finished at 1 27/32. Why??? No news at all. Highest volume day was 70,000 shs. Is it finally geting the attention it deserves?

- Bottom line: with the profits & products Mer generates, it won't be possible to buy shares for less than a $100 or so after this stock gets noticed..

- I'm interested in any & all feedback - good or bad. Thanks.

Subject 24604



To: Sir Auric Goldfinger who wrote (1074)1/1/1999 7:41:00 PM
From: M.R. Davis  Read Replies (1) | Respond to of 19428
 
I never said IFLY was an inut stock.
Oh no?
And so what do you refer to here when say "5th tier" - your local theatre?!
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To: Doug (381 )
From: Auric Goldfinger
Wednesday, Dec 30 1998 9:31PM ET
Reply # of 459

The 5th tier names like SKYM, RMII, IBUY, IFLY, IPTY (if it starts with an I and
ends with a Y, we're short it) and TCTV are the POSes that you want to be short.
These things will be drill bits when the big names crack 40%.

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