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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (4304)	1/30/1999 1:06:00 PM
From: Bart Jensen	Read Replies (1) \| Respond to of 4634

CompUSA's earnings on 2/3/99 are expected to be .17 and the Whisper.com number whisper # is .24. I looked at Whisper.Com last Thursday for the first time and saw the whisper number for Mercury Interactive (MERQ) was .47 and the expected was for .41 so I bought a couple hundred shares. The actual EPS came in at .47 just like the whisper #. Have you had any experience with the reliability of Whisper.com's whisper #'s ? I own quite a bit of CPU and was wondering if I should get some more prior to the earnings release next Wednesday as the MERQ position worked out quite well for me.

To: Bill Wexler who wrote (4304)	2/2/1999 4:26:00 PM
From: surelock	Respond to of 4634

Bill, I think Fridays release and subsequent gain in the share price of CPU marked the bottom for this company, and have picked up some March $12.5 calls. I know you are not trying to time the move higher, but it seemed to me to be a relatively safe option play. The fact that CPU has held most of the gain in todays weak market further suggests that we are in the early stage of a rally. When the dust finally settles on the internut mania, I think that established retailers with strong web presence will benefit the most. Thanks for all your info, this is one of the best threads on SI. SH