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

To: Buddy Smellgood who wrote (9402)	2/19/1999 1:01:00 PM
From: ayahuasca	Respond to of 56535

Thread: INKT just a quick note from the INKT thread here on SI... Have you been to thestreet.com today and read the article called "Who Loves the Internet- Surprise, the Germans" Here is what the German mutual fund manager thinks of our little INKT: And he said one of his favorite stocks is now search engine and network-efficiency firm Inktomi (INKT:Nasdaq), though it comprised only 1.4% of his portfolio at the beginning of the month and wasn't even among his top 15 stocks. "If I'm just allowed to hold one Internet stock, I used to say, it's America Online (AOL:NYSE) Kuhnwaldt said. "Nowadays, I say if I could only hold two Internet companies, it would be Inktomi and AOL."

To: Buddy Smellgood who wrote (9402)	2/19/1999 1:01:00 PM
From: Triffin	Respond to of 56535

THREAD MINING.......IIXC Trying to do some DD on this one it had a 'big' pop 2 weeks ago and has held the gains well during recent sell-off..this co is a CLEC..main competitors are QWST and LVLT seems to be on the block..MS shopping co.?? ----------------------------------------------------- To: hoyasaxa (0 ) From: hoyasaxa Wednesday, Feb 17 1999 11:04AM ET Reply # of 154 mergers and acquisitions report 2/16/99 states iixc shopping itself for $80, has already received bid of $60.(eom) EOM---------------------------------------------------------------- I'm in @ 47 Jim in CT..Long Stock + long Put a good way to play this one use August options..

To: Buddy Smellgood who wrote (9402)	2/19/1999 1:15:00 PM
From: snerd	Read Replies (1) \| Respond to of 56535

Buddy... NBTY... Funny you should mention this one. I was looking at it this morning at 5 7/8 and wanted to wait a little bit. Boy, I blew that one! Over 6 1/2 now! LOL Snerd

To: Buddy Smellgood who wrote (9402)	2/19/1999 2:27:00 PM
From: StockHawk	Respond to of 56535

NBTY - I bought this one recently. It had a great run last year up to $24 but then dropped along with many other vitamin/supplement companies. It would seem to be quite a bargin here - good growth prospects in a rapidly growing market, good brand recognition, low P/E. They might get a boost when their web business materializes - vitamins would seem to be a good product to sell on-line. An excerpt from their press release last month: NBTY Web Site to be Advertised by National Television Campaign BOHEMIA, N.Y., Jan. 4 /PRNewswire/ -- NBTY, Inc. (Nasdaq: NBTY), today announced the roll out of a national television advertising campaign to attract new mail order vitamin customers and promote the availability of its Puritan's Pride products on the Internet. The one minute commercial invites viewers to call for a free catalog or visit the Puritan's Pride web site, puritanspride.com, which provides customers the convenience of online shopping and offers all of the Puritan's Pride 1,000 products. Puritan's Pride, America's number one vitamin catalog which offers high quality products at low factory-direct prices, will gain additional international sales opportunities by offering its products worldwide via the Internet. In addition to fast and convenient online shopping, the Puritan's Pride site provides information about many common vitamins, minerals, food supplements and herbs to help customers make better informed purchase decisions. Scott Rudolph, Chairman and Chief Executive Officer of NBTY, Inc., said: "Using the Internet to increase direct to consumer sales is an important part of our long term growth strategies and will complement NBTY's mail order operation. Establishing a major Internet presence is a significant investment for greater long term results for the Company. We are excited by the opportunities our online catalog provides as we continue to provide customers the highest quality products at exceptional values." NBTY is a leading vertically integrated manufacturer and retailer of a broad line of high quality, value-priced nutritional supplements in the United States and the United Kingdom, with 250 Vitamin World stores in the U.S. and 415 Holland & Barrett stores in the UK and over 4 million active customers in its mail order divisions. The Company markets more than 1,000 products under several brands including Nature's Bounty(R), Vitamin World(R), Puritan's Pride(R), Holland & Barrett(R), Nutrition Headquarters(R), American Health(R) and Natural Wealth(R). StockHawk