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Technology Stocks : The Roaring Twenty 1998 -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (292)	1/12/1999 8:20:00 PM
From: TWICK	Read Replies (1) \| Respond to of 338

How about ECHO and PQT ?

To: Dale Baker who wrote (292)	1/13/1999 10:18:00 AM
From: AC Flyer	Respond to of 338

VIRGY: $8 now, $18 by year-end WHY: VIRGY earnings will surprise on the upside in '99. Current analyst earnings estimates: 4Q98 $(0.12); FY99 $0.81 My pro forma earnings projections: 4Q98 $0.04; FY99 $1.32 Year-end price target: 11 times projected FY00 EPADR of $1.65 COMPANY OVERVIEW: Virgin Express is Richard Branson's low cost European airline. Modeled on Southwest, VIRGY flies Boeing 737s from its Brussels hub. IPO'd by Merrill Lynch on Nasdaq in November '97 at $15/ADR, VIRGY traded up to $27/ADR before falling briefly below $6 on earnings disappointments in 2Q and 3Q '98. The earnings disappointments were the result of specific, identifiable problems – namely aircrew recruiting and training costs, partly driven by the need for compliance with Belgian aviation authority requirements. These cost problems have been resolved with VIRGY's move to Ireland and the upcoming issuance of an Irish air operator's certificate. VIRGY's operating statistics – revenue per available seat kilometer and load factor - are very good and are improving. SUMMARY: VIRGY is a well capitalized company (no debt) with visionary leadership (Richard Branson), a proven strategy (Southwest), strong brand name (Virgin), excellent (American) senior management attacking a newly deregulated, unpenetrated marketplace with inefficient competition.

To: Dale Baker who wrote (292)	1/14/1999 5:37:00 PM
From: Dale Baker	Read Replies (2) \| Respond to of 338

I have added VIRGY now. A sector-sorted list will be out soon. Official pickers fo far are: White Shoes Dale Baker AC Flyer James Cotton Ed Harris Chris Considine To join the list, add some picks. Deadline is now Saturday night when I come back from an overnight trip. Final ballot will appear on Sunday. CMIV GNET INSO OTEXF WCOM CMGI RNWK MXTR PLCM MFNX APCC COGNF CC DISH IACO FHT GEEK FNDTF PROG LCOS THDO IAIC ACLY SMTK BAMM IFM.M BLDPF VRIO MOBI STCL SNE MC SFAM MRVC HWP SCLN VPHM IATV VIRGY