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To: Ted David who wrote (2440)	4/5/1999 12:11:00 PM
From: Yogizuna	Respond to of 17683

Ted, While I agree with you that it probably is not a good idea to let call-in folks ask the guest analysts about any penny pink sheet stock out there these days, I am wondering where you "draw the line in the sand" as to what stocks we can ask about on the air. Can you give us some idea as to what "suffient cap" means? Yogi

To: Ted David who wrote (2440)	4/6/1999 1:25:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 17683

Joe Kernen's daily bear-bashing rants in no way could be construed as unbiased, professional reporting. His childish speech yesterday about how (to paraphrase) "bull markets are good for us and bear markets are bad for us" was quite a display of ignorance. Tom

To: Ted David who wrote (2440)	4/13/1999 2:06:00 PM
From: S. maltophilia	Respond to of 17683

Ted (please pass this to the appropriate parties) Lately it seems that the commodities boards that come on toward the end of each hour are coming on later or being squeezed for time. Unfortunately, the energy complex comes close to the end of the sequence and is frequently omitted. Can someone fix this? Thanks

To: Ted David who wrote (2440)	4/13/1999 2:40:00 PM
From: xclently	Read Replies (2) \| Respond to of 17683

Ted, I found the segment on CMGI to be quite disturbing...the reported used a negative Robbie-Stephens Opinion that was dated and inaccurate. I posted these on the CMGI board; To: Guardian (6998 ) From: xclently Tuesday, Apr 13 1999 1:15PM ET Reply # of 7004 Very slanted and distorted presentation of Asset Value of CMGI using old figures for holdings and estimated values from a pessimistic Robbie-Stephens report from "around a month ago"...said that CMGI was only worth between $53 and $150..but they did mention twice that a conference is taking place in NY now, and "we will have to see what they say there" If the reported had done his homework, he would have noticed these movements since the Rob.Stevens "evaluation" (I was posting this when he came on with the "report").... To: Guardian (6998 ) From: xclently Tuesday, Apr 13 1999 1:08PM ET Reply # of 7004 CMGI--noticed that when you look at the charts or historical data, you barely notice the 10% swings that often occur within 2 hour timeframe. The low for the day is 300 around 12:27 and is bouncing off that low. While these "headfakes" do cause gastrointestinal distress, historically, they have not been significant...we have come quite far very fast again, as have the publicly traded entities that CMGI has an interest in. CMGI traded as low as $163 on 3/24--now ~$308 MSGI traded between 7 1/2 and 8 1/4 on 3/24--now ~$50 LCOS traded between $86 and 91 7/8 on 3/24 -- now ~$102 GCTY traded between $94 and 102 on 3/24 -- now ~$135 CPTH traded between $45 and $78 on its' 1st day of trading on the open market, 3/29, now $127 with a high of $150... Not bad for 12 trading days....how easily some of us are disappointed! Adjusting for splits, the stock was trading between $19 and $25 week of 4/17/98 Analyst meeting going on in NY now.... Fianlly, perhaps he should read up on the conference : Their capabilities are unique and outstanding! To: M CAHILL (7002 ) From: xclently Tuesday, Apr 13 1999 1:32PM ET Reply # of 7004 There are some answers to that question here:>>>As of market close on April 12, 1999, CMGI's public holdings are valued at approximately $1.9 billion, and its return on investment (ROI) to date on those investments is approximately 4,800 percent. <<< cmgi.com The more you research CMGI, the more there is to like, long term. Short term, that is much more of a guess... Ted, I didn't catch this reporter's name, and he did mention that the conference was taking place and he is attending and will update later...It just would have been nice if he had taken the time to update the report to account for pricing and "intangables" Thanks for listening... Peter

To: Ted David who wrote (2440)	4/20/1999 3:24:00 PM
From: long-gone	Read Replies (1) \| Respond to of 17683

Ted, Is it time we again revisit an old issue?: Tuesday April 20, 8:01 am Eastern Time Company Press Release SOURCE: Gold Anti-Trust Action Committee Investigation of Gold Price Manipulation Launched by GATA; Berger & Montague Retained as Counsel RYE, N.H., April 20 /PRNewswire/ -- Noted antitrust and securities law firm specialist, Berger & Montague of Philadelphia, has been retained by the Gold Anti-Trust Action Committee (GATA) in order to assist in its investigation into the alleged manipulation of the gold market. The law firm is best known for its successes in recovering billions of dollars in damages in the Drexel Burnham/Michael Milken junk bond case, The Exxon Valdez case, and recent tobacco and Holocaust cases, and many others. Bill Murphy, GATA Chairman stated that the organization now has evidence that the price and supply of gold are being controlled by a cartel of Wall Street investment houses and bullion banks with the possible encouragement of the Federal Reserve and the U.S. Treasury. ''This collusion,'' said Murphy, violates anti-trust laws and exposes the perpetrators to triple damages. ''It has been devastating to the entire gold community.'' The major federal antitrust laws are the Sherman and Clayton Acts, but there are others, and many other states have their own such anti-trust laws. Whenever two or more parties cooperate in limiting prices or supplies of a product or service, the free market is defeated and antitrust law may be broken. ''For the first time, the gold industry is speaking out on the record and in specifics regarding what they have suspected for years,'' said Murphy. He cited Friday's published report quoting Chris Thompson, Chairman of South African-based Gold Fields Limited, one the largest producers of gold in the world. Thompson accused ''New York-based bullion dealers'' of spreading unfounded and persistent rumors about its forward sales program in order to ''talk the gold price down.'' Speaking here today, Murphy stated, ''In some cases the gold market manipulators are quite open about their activities, though most are conducted in secret. They don't think that the law applies to them, or that anyone would be so bold as to try to hold them accountable under the law.'' Murphy went on to say, ''We believe one of the reasons that various financial institutions are acting in concerted action to hold down the gold price is that they are now short hundreds of tons of borrowed gold and that the speculative community in toto is short 3,000 tons, or more.'' Yearly worldwide gold mine supply in 1998 was only 2,529 tons. Essentially, many of these institutions are borrowing gold at 1-percent interest, selling the gold into the market, and using the proceeds to invest elsewhere. This ''gold carry trade'' is similar to the ''yen carry trade'' that caused such problems internationally last year.'' Such gold loans are cheap only if the price of gold holds steady or declines. Even a modest rise in the price of gold would make such a loan terribly costly, as principal repayment would become onerous. The evidence GATA has compiled suggests that gold loans have become so large that an international ''systemic risk'' problem has now been created. For if the price of gold rose unexpectedly even to a moderate degree, many gold borrowers would not be able to find enough gold quickly enough without driving the price into the stratosphere. That is one of the reasons that we believe certain financial entities have been manipulating the market in collusive fashion to make sure the gold price does not rise sharply above $300. The antitrust lawsuit GATA plans is now in the investigative and research stage, and GATA is seeking help from the gold community: financial contributions in support of the lawsuit; potential plaintiffs for the lawsuit; and potential witnesses willing to provide information confidentially about gold market manipulation. GATA also hopes gold company shareholders all over the world will contribute and support its efforts. Chairman Bill Murphy stated: ''The supply demand numbers tell us that if the excessive gold borrowings were just normalized the equilibrium price of gold today would be between $400 and $500.'' GATA is incorporated in Delaware and has applied for tax-exempt status under the U.S. Internal Revenue Code. The organization is actively involved in alerting members of Congress to this situation including offering its views on the proposed IMF gold sales. GATA has already scheduled meetings in Washington with Jim Saxton, Chairman of the Joint Economic Committees, among others. Contributions to GATA may be sent in care of John D. Meyer, Treasurer, at Box 885 Great Barrington, MA. 01230. SOURCE: Gold Anti-Trust Action Committee biz.yahoo.com

To: Ted David who wrote (2440)	4/23/1999 8:12:00 AM
From: Ian@SI	Read Replies (3) \| Respond to of 17683

Ted, On Triple Witching Friday in March, while the market showed signs of closing well above 10000 for the first time, Maria Bartiromo got a "scoop". She reported that Morgan Stanley was telling its clients to sell IBM which MS believed would miss its quarter. Obviously, Maria got sucked in by this unfounded rumour. Does CNBC have any policy concerning verification of breaking news before misleading its viewers as severely as Maria obviously did? If not, what are your views on validating leaks and rumours before broadcasting 'scoops'? Or is it just "Caveat Emptor". Don't listen to anything that CNBC reports especially as an option expiry Friday is approached. Ian.