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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Poet who wrote (8404)	2/9/1999 7:35:00 PM
From: Len	Read Replies (1) \| Respond to of 56535

Poet: EMC I bought some shares last week at 97. I thought I was a genious yesterday. Today, I feel like a dunce. I really think this stock is a great one. EMC dominates its market niche and both the company and the market are growing phenominally. More and more EMC is being touted as the next blue chip technical. IMHO only. Regards. Len

To: Poet who wrote (8404)	2/9/1999 8:19:00 PM
From: Len	Read Replies (2) \| Respond to of 56535

Poet: EMC From the EMC thread: News briefs from Goldman Sachs conference: "EMC (EMC) CEO Mike Ruettgers reiterated expectations that EMC, which did sales of $4 billion last year, will generate revenue of $10 billion in 2001. He said the company expects annual sales growth of 36 percent while the total market for storage gear and software rises to $35 billion from some $12 billion today. A few in Ruettgers' audience tried to find a cloud on the horizon after his speech. What about decreasing information-technology spending because of the year 2000 computer bug? "I think people will continue to buy storage even if they freeze some applications," Ruettgers said. "I don't see (Y2K) having an impact (on EMC sales)." See related story."

To: Poet who wrote (8404)	2/9/1999 9:03:00 PM
From: Triffin	Read Replies (2) \| Respond to of 56535

TREAD MINING.......WCAP/2 FUTURE IPOs ?? WCAP = Winfield Capital 5.02 mm shs/2.50 mm shs float earnings should be this week but see what they own....... -------------------------------------------------------------------- WCAP Winfield Capital I like to think of this company as the poor man's CMGI.....It is a publicly trade Venture Capital fund. WCAP's current claim to fame is their ownership of 7.6% of COOL (approximately 1.7 million shares). WCAP trades at a STEEP discount to the value of their COOL holdings, and can easily be valued at 1.67 mil shares COOL /5.02 shares WCAP outstanding or 1/3 (.33). This means WCAP should trade at 1/3 of COOL's price to fairly reflect the value of their COOL holdings. Currently with COOL trading $38, WCAP is worth $12.66, yet only trades $7 5/8. WCAP's cost basis for COOL is somewhere under $2, which at worse case, asuming a tax rate of 40% (although it may actually be 20% for long term capital gains) which mean on a tax adjusted basis WCAP's COOL position is worth approximately $7.59. Now thats incentive enough to buy WCAP, but the story just gets better. WCAP being a venture capital fund is chock full of investments in many private companies (with IPO potential) the list includes but is not limited to the following. The 2 stocks that will be hot IPO's will be Worldgate and Commerce One. Worldgate is very similar to Web TV and will be a SMOKING HOT IPO, the only problem with these figures is that until they announce the IPO, the percentage owned in Worldgate could fluctuate. WCAP origionally invested approximately $2.5 mil in COOL, and their position is now worth $60 million, so the numbers could be huge for a much hotter IPO Worldgate. Vivid Semiconductor $1.65 million RoweCom 440,270 shares rowe.com file registration for IPO 12/15/98 Worldgate $1.0 million wgate.com Commerce One $900,000 commerceone.com HPA Monan $2 million COOL 1.7 million shares NATL 300,000 shares IBCO 1 million shares CMWL 33,333 shares EOM------------------------------------------------------------------ FWIW..@ 10 1/2 this thing is trading at a discount to the COOL position alone !! Jim in CT..no position yet..but planning to put this in the shopping cart ..