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Technology Stocks : Egghead Computer (EGGS) -- Ignore unavailable to you. Want to Upgrade?

To: James H. Irwin who wrote (5982)	1/19/1999 7:06:00 PM
From: Trippi	Respond to of 8307

IMHO EGGS is as solid and as good as it gets given long term risk/reward -- cheap as hell compared to alot of the others with nothing going for them but hype -- If it gets hurt on earnings -- I'm buying more -- sooner or later EGGS is gonna be a grandslam from these levels.

To: James H. Irwin who wrote (5982)	1/19/1999 7:55:00 PM
From: Annette	Respond to of 8307

Thanks for the reality check...let's hope that investors forget the error of On Sale's ways come earnings

To: James H. Irwin who wrote (5982)	1/19/1999 8:12:00 PM
From: Anaxagoras	Read Replies (4) \| Respond to of 8307

Nice post, Jim. Thanks for the forest. :-) For all those reading, don't count on EGGS to report a stellar EPS number... That's fer darn sure. All we care about are top line growth, margin trend, and various metrics like registered bidder increase, web traffic increase, etc. Anaxagoras FWIW, the most recent tally (including TWICK's most recent stab): Name/Rev/eps Darell Minott/$53M/($0.43) David Montgomery/$58M/($0.32) Highlander/ >$60/" bullw/$70M/" Anaxagoras/$86M/($0.33) bc mack/$100M/($0.26) Seb Maitra/$100M/" TWICK/$115M/"

To: James H. Irwin who wrote (5982)	1/20/1999 9:06:00 AM
From: Anaxagoras	Read Replies (1) \| Respond to of 8307

Hi Jim, Something that occurred to me when reviewing your theory: << Also I mentioned to some that I know some of the brokers at Montgomery were playing EGGS 3 or 4 weeks back...all day today MONT was a seller. ...I don't know if many of you have ever left a brokerage firm without first clearing out your account...with the volatility of today's market you don't want to transfer your stock through the ACAT system (which can take up to 2 weeks) without the ability to liquidate your account. I suspect some of their selling was due to that phenomenon.>> If indeed this were happening, wouldn't the new hires be buying EGGS back once they set up shop at Weisel's shop? In fact, wouldn't they have already done this? BTW, don't know if you noticed, but NITE, the leading market maker in both Nasdaq securities and the over-the-counter market came in seven cents above the First Call mean, with revs rising 78% to $119.3 million. Who says MMs don't make money? ;-) Anaxagoras