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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (7237)	3/17/1999 9:09:00 PM
From: snail	Read Replies (1) \| Respond to of 18998

You don't think they will get FDA approval?

To: Mr. Pink who wrote (7237)	3/17/1999 9:28:00 PM
From: Lucky888	Read Replies (1) \| Respond to of 18998

Mr. Pink --SBTK I trust your pick 100%; however, it will be great if you can post some main reasons why you give it such a rating? L.

To: Mr. Pink who wrote (7237)	3/17/1999 9:33:00 PM
From: B Tate	Read Replies (1) \| Respond to of 18998

Or could it be: 17% increase in sales, vs. 175% loss in income; or Class action brought by MWBH&L LLP or reserves fro Rocap inventories or are there too many erasable pens in accounting?

To: Mr. Pink who wrote (7237)	3/17/1999 10:29:00 PM
From: drakes353	Read Replies (1) \| Respond to of 18998

Mr. Pink: Just in case you were not aware of it SBTK has an agreement with RACE whereby they might, possibly, perhaps, perchance, no guarantees now, buy $3.0 million of RACE's BT product for inclusion in their "virtual hospital room" thingie. One really does have to wonder about companies that enter into cheesy, PR fluff deals with anyone on Liviakis' client roster. drakes353

To: Mr. Pink who wrote (7237)	3/17/1999 10:42:00 PM
From: JKNF	Read Replies (1) \| Respond to of 18998

Just curious Mr. Pink if you are still following and expecting good things to happen with BII. Nasdaq listing to happen soon! Any thoughts? Thanks and Regards John

To: Mr. Pink who wrote (7237)	3/18/1999 12:36:00 AM
From: TraderXx	Respond to of 18998

Mr Pink...I would be interested in your opinion of SYMC...this one seems like a real dog....it has gone down a bit, but seems to want to go much lower. Any thoughts about it?...Thanks

To: Mr. Pink who wrote (7237)	3/18/1999 6:19:00 AM
From: BishopsChild	Read Replies (1) \| Respond to of 18998

I heard you had an eye on this stock........ biz.yahoo.com Thursday March 18, 5:00 am Eastern Time Company Press Release SOURCE: Data Race, Inc. DATA RACE Announces Be There!(R) Government-Wide Acquisition Contract SAN ANTONIO, March 18 /PRNewswire/ -- DATA RACE (Nasdaq: RACE - news) announced today the addition of Be There! products to the GWAC (Government-Wide Acquisition Contract) agreement through Soza International, which specializes in reselling communications products and services to the U. S. Government. Through the GWAC contract, U. S. Government agencies now have a purchasing vehicle for deployment of the Be There! Remote Access System, which allows executives and employees to productively work from the home, airport lounge, hotel, emergency location, or anywhere there is an analog phone line. Be There! provides business quality voice, data, and fax simultaneously over a single telephone line. ''We look forward to greater access to the U. S. Government market through this GWAC contract,'' stated George Bennett, Sr. VP of Sales and Marketing for DATA RACE. In related news, DATA RACE also announced the sale of its flagship Be There! product to an agency of the U. S. Government. The sale was for a pilot test system, and the Company declined to identify the agency involved and the application. ''If this system pilot test is successful, there is opportunity for a significant roll-out of Be There! systems,'' George Bennett also commented. The Be There! Remote Access System makes it possible for remote workers to simultaneously make and receive phone calls, e-mails, and faxes, as well as browse the Internet -- all over a single analog phone line. With DATA RACE's patented Telepresence(TM), calls placed to the remote worker's office telephone ring immediately at the PC, without the caller knowing that the Be There! user is working remotely. With this unique technology, remote workers are as productive and accessible from home, a hotel room, airport lounge, or customer location as in the corporate office. About DATA RACE, Inc. DATA RACE, Inc. (www.datarace.com) designs, manufactures, and markets a line of communications products for remote access to the corporate environment. Its unique client/server product, the Be There! remote access system, gives teleworkers access to all elements of corporate communications networks. Through Be There!, teleworkers reach the corporate intranet, LAN and the Internet while sending and receiving e-mail, faxes and phone calls simultaneously over a single phone line. DATA RACE also designs and manufactures advanced communications subsystems for makers of notebook computers and network multiplexers that carry data, LAN, voice and fax traffic among a company's multiple offices. NOTE: DATA RACE and the DATA RACE logo are trademarks of DATA RACE, Inc. registered in the U.S. Patent and Trademark Office. Be There! is a trademark of DATA RACE, Inc. CONTACT: John Liviakis of Liviakis Financial Communications, Inc., 916-448-6084, for Data Race, Inc.; or George Bennett, Sr. VP, Sales and Marketing of Data Race, Inc., 210-263-2286, or gbennett@datarace.com. SOURCE: Data Race, Inc.

To: Mr. Pink who wrote (7237)	3/18/1999 10:03:00 AM
From: Tatnic	Respond to of 18998

Lets see, someone from CS First Boston upgrades the stock and Mr. Pink downgrades it.....no contest. I'm short.

To: Mr. Pink who wrote (7237)	3/18/1999 2:44:00 PM
From: Peter V	Respond to of 18998

SBTK - no shares at Datek or Dreyfus. (eom)

To: Mr. Pink who wrote (7237)	3/18/1999 4:06:00 PM
From: mod	Respond to of 18998

Mr. Pink, As a former SBTK shareholder, who followed them pre-IPO, and sold when I thought they were fully valued in the $30s, I respectfully disagree with your call on SBTK. Their concept of a "virtual hospital room", enabling more people to spend time at home rather then in a hospital, is a good one, and they have rolled out an innovative infusion pump, with more products to come. They have long-term contracts to supply these pumps, and sales are strong. Their problem with Rocap appears to me a case of being caught in bureaucratic limbo, with the FDA basically screwing them over. I don't know enough about FDA procedures to be able to predict a resolution to that matter, but it appears it will be resolved at some point. mod

To: Mr. Pink who wrote (7237)	3/18/1999 11:13:00 PM
From: Q.	Read Replies (1) \| Respond to of 18998

SBTK has nearly $6 per share of cash and no debt. There is a substantial short interest, so there must be something that other shortsellers see in this company, but $6 per share of cash is what I see.

To: Mr. Pink who wrote (7237)	3/19/1999 5:12:00 PM
From: Retired41	Read Replies (1) \| Respond to of 18998

Mr. Pink I would like His opinion on ASI. They are a small insurance company with a spotless balance sheet (although your forensic accounting genius will have to concur). Their assets are very clean, and they are making a bunch of money, but controlling growth. They are also pretty small. Maybe off your radar. Market cap only a little over $100MM. I bought today because at trading at 8 1/8 vs book value of 9.75. And they have last years fully diluted earnings of $1.08. I figured even if you discounted assets by 10% it was like I was getting $1.08 for every $1 I spent on stock. I know the insurance sector is out of favor, but I have seen these guys in action (that's what made me start tracking them) and they do a very good job. They are interested in making money not just schlepping insurance and letting the losses fall where they may. Just don't know if it is a good trade. The stock is absolutely dead. I would appreciate the favor of His opinion on this. I just can't figure out why I was able to make it. Everything seems so overvalued these days.