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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?


To: AlienTech who wrote (11575)3/27/1999 4:51:00 PM
From: Susan Saline  Read Replies (1) | Respond to of 43080
 
watch list for wk of March 29

NESY
last 40 7/8 closed up +1 7/8

it only takes one good one

Ipo'd 2/27/99, or thereabouts

no news yet

target 50 (minimum)by week ending

monday: if weak opening ... buy on intraday dip
if strong and gaps up at open ... we need Jay's help

Business Summary

NESY develops, markets and supports enterprise access and integration software. Neon's Shadow product line helps organizations access and integrate data, transactions and applications from the Internet and mainframe client server systems.
For the nine months ended 12/98, revenues rose 70% to $13.8 million. Net income applicable to Common rose 61% to $1.3 million. Results reflect growth in licensings and the installed base, partially offset by $631 thousand in stock compensation costs.

disclaimer: no current position (sure wish I had one)



To: AlienTech who wrote (11575)3/27/1999 11:13:00 PM
From: AlienTech  Respond to of 43080
 
Week of 3/22/99

Company Name Symbol Price Range Shares Underwriter
Autobytel.com ABTL $16.00 $18.00 4.5 mil BT Alex Brown
Autoweb.com AWEB $10.00 $12.00 5.0 mil CS First Boston
Careside CARE $8.00 $10.00 2.8 mil Fahnestock & Co.
Claimsnet.com CLAI $7.00 $9.00 2.5 mil Cruttenden Roth
Critical Path CPTH $9.00 $11.00 4.5 mil Robertson Stephens
Delta Galil DELT $9.50 $11.50 4.3 mil Lehman Brothers
Ducati Motor Holding S.p.a. DMH $27.49 $34.08 9.0 mil CS First Boston
MiningCo.com MINE $12.00 $14.00 3.0 mil Bear Stearns
MKS Instruments MKSI $15.00 $17.00 6.5 mil NB Montgomery
OneMain.com ONEM $18.00 $20.00 8.0 mil BT Alex Brown
Trex Company TWP $13.00 $15.00 3.4 mil Schroder & Co.
Valley Media VMIX $12.00 $14.00 3.5 mil J.P. Morgan


Company Name Symbol Date Price Shares Underwriter
ANTENNA TV SA ANTV 03/03/1999 $15.00 7.7 mil Lehman Brothers
Argosy Education Group ARGY 03/08/1999 $14.00 2.0 mil Sal Smith Barney
Boyds Collection FOB 03/04/1999 $18.00 16.0 mil Donaldson Lufkin
Cheap Tickets CTIX 03/18/1999 $15.00 3.5 mil William Blair
Corporate Executive Board EXBD 02/22/1999 $19.00 8.2 mil Sal Smith Barney
FlashNet Communications FLAS 03/15/1999 $17.00 3.0 mil Robertson Stephens
Intraware ITRA 02/25/1999 $16.00 4.0 mil CS First Boston
Invitrogen IVGN 02/25/1999 $15.00 3.5 mil Donaldson Lufkin
iVillage IVIL 03/18/1999 $24.00 3.6 mil Goldman Sachs
Multex.com MLTX 03/16/1999 $14.00 3.0 mil Robertson Stephens
NEON Systems NESY 03/04/1999 $15.00 2.5 mil Donaldson Lufkin
pcOrder.com PCOR 02/25/1999 $21.00 2.2 mil Goldman Sachs
Pinnacle Holdings BIGT 02/18/1999 $14.00 20.0 mil BT Alex Brown
Primacom PCAG 02/18/1999 $16.25 9.4 mil Morgan Stanley
RoweCom ROWE 03/08/1999 $16.00 3.1 mil J.P. Morgan
Vignette Corp VIGN 02/18/1999 $19.00 3.5 mil Morgan Stanley
WebTrends WEBT 02/18/1999 $13.00 3.0 mil Dain Rauscher



As of 3/19/99
Company Name Symbol Date Offer Price Current Price Return
VerticalNet VERT 02/10/1999 $16.00 $94.75 492.18%
Bottomline Technologies EPAY 02/11/1999 $13.00 $74.50 473.07%
Healtheon HLTH 02/10/1999 $8.00 $34.75 334.37%
Vignette Corp VIGN 02/18/1999 $19.00 $69.63 266.44%
WebTrends WEBT 02/18/1999 $13.00 $46.88 260.57%