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Strategies & Market Trends : Keep Your Eye On The Ball - Watch List -- Ignore unavailable to you. Want to Upgrade?


To: CanynGirl who wrote (757)3/7/1999 9:05:00 PM
From: TFF  Respond to of 2802
 
CG YHOO looks particularly interesting on the back of that analyst meeting. Kind of scary who it's just sitting there. Maybe it's this AMZN rumor. CMGI is my pick hit for 2morrow for earnings anticipation thursday...although tons of these nets are due for big runs.



To: CanynGirl who wrote (757)3/7/1999 10:53:00 PM
From: CanynGirl  Read Replies (1) | Respond to of 2802
 
e450.upside.com



To: CanynGirl who wrote (757)3/13/1999 8:54:00 AM
From: TFF  Read Replies (1) | Respond to of 2802
 
IPO'S: Well Rowe performed pretty well this week. Next week looks like a full schedule of IPO's:

Cheaptickets (CTIX)
expected week of 3/15. TMCS could be a sympathy play though the USAI/LCOS deal is currently holding the stock down. TMCS float = 7mil/ out 70mil, price on 3/5 was 34 11/16/

Flashnet Communications (FLAS)
expected week of 3/15. ASND (79 3/16) owns some. FLAS has a major contract with PSIX.

IVillage (IVIL)
expected week of 3/15. AOL(86 15/16) and THC(19 1/2) both own some. THC float is 241mil/out310).

Multex (MLTX)
expected week of 3/15. RTRSY(86 3/8) owns some. Not sure if MKTW or INDI will be sympathy plays here. If not, they should be good as sympathy plays for thestreet.com when it IPOs week of 4/26.

ZDNET (ZDZ)
expected week of 3/15. ZD(18 3/4) of course owns it.

Autobytel (ABTL)
expected week of 3/22. Possible sympathy plays RII(14 15/16) float 310/out 467 and CD(16 7/16) float 656mil/out 853.

Priceline.com (PCLN)
expected late March. Possible sympathy play PTVL(22 3/8) float 7.7/out13.5). PTVL has also been rumored as a buyout candidate for the last month. IFLY (5 3/8) float 1.5/out 7.5. And of course the warrants, IFLYW (2 3/4). Other auction type stocks might also run in sympathy. And CheapTickets might be a sympathy play if it's out before PCLN. Quote from Barron's this week: "priceline.com is likely to be a star".

OneMain.com
expected week of 3/22. Possible sympathy play GEEK(25 5/8) float 2.3/out 6.3.

MiningCo.com (MINE)
expected soon. OTEX (21 3/8) (float 9.9/out 20.2) owns some.

NetSolve (NTSL)
expected week of 3/22.

Keep your powder dry:)