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

To: C. McD who wrote (259)	2/7/1999 10:07:00 PM
From: .com	Read Replies (1) \| Respond to of 954

"SFE and UIHIA are both class acts, less risky than BANY, but they are getting close to becoming fairly valued." Actually, UIHIA has another 15-20 points upside by Wed or Thursday and SFE has another 5 by Tuesday. Of course, the overall tech market can impact SFE greatly, but right now Nasdaq futures are up 7. I am willing to play for such limited upside over a few days any time! Again, you need to do the math on these deals to see that there is true value in these 2 spin-offs, especially when compared to other recent spin-offs. Yep, KLOCZ is the way to play KLOC. Will do better on a % basis. It may be a week or a month, but I have time. There may be something to play on Prodigy. The IPO will do pretty well, but the ownership story is kind of clouded. With all of their prior owners, and its checkered past, there are lots of shares out there (the Mexican TV group has shares which never trade, Sears has shares, IBM has shares, ...). Again, I think the IPO will trade up nicely, but the backdoor plays may be difficult. This might be the Internet turn around story of the year if they get their feet back on the ground. At one point Prodigy and AOL were the big players. Prodigy kept shooting themselves in the foot and falling backwards. Sears and IBM dumped the project (pretty stupid in hindsight). But now they have a decent service for $16.95 per month and have over 600,000 members. A rebirth? I hope they get a day or two of press going before ANYI starts trading. Please post the ANYI thread link when it is up. I may have a couple of more interesting spin-off plays in the near future, but I am not done researching them yet and don't have much confidence in them yet. Good luck! This will be a fun week.