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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?


To: Stock Watcher who wrote (639)1/25/1999 6:05:00 PM
From: Trippi  Respond to of 52051
 
SW -- of the list I like DIMD and AKLM the best. DIMD obviously the RIO and MP3 are at infancy in terms of market penetration and revenue streams -- and DIMD has many other great products -- but I think RIO will continue to get media coverage and bring attention to the stock -- AKLM is sitting at $10 3/8 -- it fell from $12 5/8 a week ago after beating earnins estimates by 3 cents. Reported 16 cents with estimates of 13 cents. Neither Turok2 or South Park were shipped during that reporting period for the quarter -- so the bulk of the company's huge Chritmas sales will appear in the next report -- AKLM should be at $13 now and could run to $17 to $20 by end of March. I know a lot more about AKLM than I do about DIMD -- but I like both companies. I'm not sure I would hold AKLM much longer than March or April -- the summer months have been bad historically for Electronic Game companies like AKLM, THQ, and ERTS.

Trippi



To: Stock Watcher who wrote (639)1/25/1999 6:51:00 PM
From: whitephosphorus  Read Replies (2) | Respond to of 52051
 
PNLK- Beware IMHO

Read the press release carefully. The 'strategic partnership' with ATT looks nothing more than any of us could do with an application and a deposit to hire ATT to be our web hosting provider. It's very cleverly written, but I suspect my read is correct.



To: Stock Watcher who wrote (639)1/25/1999 6:55:00 PM
From: whitephosphorus  Read Replies (1) | Respond to of 52051
 
RE AKLM
Personally I would rather take a flier on GT Interactive GTIS. They've negotiated a difficult transision from distributor of games to publisher and author of some hit titles. It acts like crap, the management is not loved by the chats, but it sure looks cheap and on the verge of a major turn up in fundamentals.
IMHO



To: Stock Watcher who wrote (639)1/25/1999 6:58:00 PM
From: whitephosphorus  Read Replies (1) | Respond to of 52051
 
Re WAVX
I admit to selling my holdings today and wish you all well. The technology sounds awesome, but I made the mistake of reading the latest 10Q over at Yahoo. I know that's history, but the language about lack of financing, cash, revenues, as well as the plethora of convertible financing to stay afloat flashed my DANGER DANGER alarm.
It's not always right, but it's kept me out of a heap of trouble too.



To: Stock Watcher who wrote (639)1/25/1999 8:49:00 PM
From: RCJIII  Read Replies (1) | Respond to of 52051
 
GMTI is ready to rock. Convertible debt overhang that has been keeping the stock unreasonably low for the last several months is now exhausted. Their first ever profitable earnings report is due soon. An acquisition is due to close any day. The largest ever short position for the company accrued last month.

Add to these factors that the last time this stock moved up, it went from .80 to $4 in a day or so. It is prone to spike.

Keep an eye on it tomorrow, I expect a jump similar to today's.

RCJIII



To: Stock Watcher who wrote (639)1/26/1999 9:55:00 AM
From: Stock Watcher  Read Replies (1) | Respond to of 52051
 
SFLK +.25 @ 3.50/PNLK + .71 @ 2.72/WAVX + 1.31 @ 8.38/DNCC + .14 @ 6.19 at 9:54am



To: Stock Watcher who wrote (639)1/26/1999 11:25:00 AM
From: Stock Watcher  Read Replies (1) | Respond to of 52051
 
UPDATE 11:22am/SLEU + .75 @ 5.88/ITEC + 1.19 @ 2.43/WKWG + .15 @ 3.43
WAVX + .94 @ 8