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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (12802)	2/19/1999 1:43:00 PM
From: GJLevine	Read Replies (1) \| Respond to of 122087

will do, don't want to rock the boat. Glenn

To: Anthony@Pacific who wrote (12802)	2/19/1999 1:43:00 PM
From: J.N.N.	Read Replies (3) \| Respond to of 122087

A@P - Most of your recent long picks are down big time. BOWG<----LONG PCNTF<----LONG NN<----LONG What are you hearing, and should we cut our losses and move on? What do you hear about PCNTF & BOWG specifically? You recommended @ $36. Now down 20% BOWG recommended @ $5-6. Now $ 2 3/4 & no interest whatsoever. Comments and/or Analysis? Maybe your "Short" conscience overrides your "Long" intuition.

To: Anthony@Pacific who wrote (12802)	2/19/1999 3:07:00 PM
From: peter michaelson	Respond to of 122087

Is it true that 100% of CYOE's sales in the 3rd quarter ended 12/31/98 were the Comdisco/Crescent deal? From the 10Q. As reported in the Company's December 10, 1998 press release, Comdisco, Inc. purchased the initial $12 million of equipment pursuant to Crescent's order and leased it to Crescent. The Company was paid in full for that purchase by Comdisco and Comdisco cannot recover any of the $12 million purchase price from the Company if Crescent fails to make any lease payments due under Comdisco's lease agreement with Crescent. Sales in 3rd quarter were $12.9 million. However, company states that "Switching equipment sales in the quarter, .... , included a sale of $7.2 million to Wireless USA, an emerging domestic and international long distance service provider. The Company has granted extended payment terms to this customer which is in the process of seeking lease financing for its capital purchases. In view of the extended payment terms and its comparatively short operating history, the Company has conservatively deferred recognition of the profit of $3.7 million attributable to this sale, until payment is received or all contingencies are removed." So, did they recognize the sales but not the profit? And then, what of the $12 million in Comdisco sales?

To: Anthony@Pacific who wrote (12802)	2/20/1999 11:15:00 AM
From: StockHawk	Read Replies (1) \| Respond to of 122087

Anthony, Do you think IMNX might be a possible short candidate here? The stock ran from about $50 last Oct. to $150 recently based on approval of Enbrel, a treatment for rheumatoid arthritis (RA). There are great expectations for the success of this drug, however, it may not be as successful as anticipated. While there are many treatments for RA, there is no cure and patients tend to try every new drug that comes out. Enbrel was approved only for use by advanced patients who have failed other remedies. It requires injections. Monsanto just come out with Celebrex, a pill approved for treatment of RA that is marketed by Pfizer. Merck should have a new pill approved for RA this summer. With this new competition and patient's tendencies to move from one new product to the next, IMNX could hit hard if sales fall off. The stock has been volatile recently in a range of approximately $130 to $150.

To: Anthony@Pacific who wrote (12802)	2/20/1999 1:04:00 PM
From: Don Green	Respond to of 122087

Tony@ FYI sec.gov Don

To: Anthony@Pacific who wrote (12802)	2/20/1999 6:44:00 PM
From: Sword	Read Replies (3) \| Respond to of 122087

Terms of Use Paragraph 2.3 "You agree that you are responsible for all statements made and acts or omissions that occur on your account while your password is being used. You agree to waive and hold Silicon Investor harmless from any claims relating to any action taken by Silicon Investor as part of its investigation of a suspected violation of the Terms of Use or as a result of its conclusion that a violation of the Terms of Use has occurred, including but not limited to the removal of posts from the Silicon Investor site or the suspension or termination of your account. If you believe someone has used your password or account without your authorization, you must notify Silicon Investor immediately at webmaster@techstocks.com." I have notified the webmaster on your behalf. -Sword

To: Anthony@Pacific who wrote (12802)	2/20/1999 11:21:00 PM
From: Vol	Respond to of 122087

To Anthony (and others), First, thank you very much for sharing your knowledge on shorting scam stocks. As a silent lurker I'm slowly learning. How would you advise one to begin a short portfolio? I'm mostly long on big cap growth co's like DELL, CSCO, GPS and have been for a long time. But I'd like to use my long stocks as collateral for shorting. I don't have the time to jump in and out of stocks, and am mainly looking for real dogs to just short and hold. Maybe only 10% of my portfolio at first. Are there such a thing as "long-term shorts" and if so which ones do you recommend? I assume these are the ones that you feel are going to zero like CYOE, INDI, and IMON. I really appreciate you sharing your trades. But even more so, I like your in depth analysis of WHY you short certain companies. This is what I'm trying to pick up. Kind of like "teach a man to fish" rather than just handing out filets. BTW if I could make the trip from the east coast, I'd love to go to the seminar, metal detectors and all. Just don't know if I can free up the time. Thanks again, Anthony, and most of all I am impressed by your generous spirit regarding the children in former Yugoslavia. Vol