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Technology Stocks : BACKDOOR, an IPO> IDTC,BRKT,BNYN,KLOC,NAVR -- Ignore unavailable to you. Want to Upgrade?

To: DAVID C. DeANGELIS who wrote (33)	1/16/1999 2:16:00 AM
From: Kayaker	Respond to of 954

Allaire 2.2 15-17 CSFB Jan21 These guys make Homesite, my web page develoment software. www.allaire.com

To: DAVID C. DeANGELIS who wrote (33)	1/16/1999 3:27:00 PM
From: daffydog	Read Replies (1) \| Respond to of 954

TO: all From: MGG Thanks to David DeAngelis for starting this great thread. Over on the Dragon Systems thread [DRGN], the initial post reports that Seagate Technology [SEG], which makes disc drives, owns about 38% of DRGN. SEG has had a recent huge run-up, what with handily beating estimates last week. My questions: What's the likelihood of a significant further run-up as a result of the Dragon IPO? Can anyone confirm SEG's percentage of ownership of Dragon? How does this percentage of ownership and percentage of importance to SEG's business compare with that of MALL and DBCC in their recent spin-offs? Should we be buying SEG now that it's very close to its 52-week high?

To: DAVID C. DeANGELIS who wrote (33)	1/16/1999 3:28:00 PM
From: Amy2D	Read Replies (1) \| Respond to of 954

Most of these IPO's are not owned by public Co's. However TWO Co's NEWZ Does own And WCAP has interests in many Ventures including Rowecom. Good luck Amy

To: DAVID C. DeANGELIS who wrote (33)	1/16/1999 3:29:00 PM
From: Patric	Read Replies (1) \| Respond to of 954

David-- Great looking new thread. I've bookmarked it and will be lurking regularly and occasionally asking questions. My timing on entry and exit points has mostly been miserable and I am looking to improve in that regard, in particular (couldn't we all?). Which leads to my first question here. You posted on the DBCC thread that in your opinion NAVR, KLOC and BNYN are the next plays a la MALL and DBCC. All three look promising but I am wondering about entry points. Now personally, I can't see any benefit in waiting on BNYN or KLOC, and I will probably buy some of both on Tuesday, but NAVR has been jumpier and it looks like it could pull back a bit again. What do you think? #B~}>