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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread. -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (143)	4/27/1999 12:34:00 AM
From: Bill Zeman	Read Replies (2) \| Respond to of 194

Paul I sold my LPGL today at 27 5/8. 1/8 above the low for the day. Not such good timing this time! Oh well, I still made 3 points on it in less than a week. I have an order to buy back in at 22 1/8. I did some calculations that prompted my sale. I figure the value of the stock like this: Core business: $12 NETG $ 4 NETP $ 4 RAMP $ 2 Consensus $ 2 _____________________ Total $24 I know they have holdings in about 11 more companies with some future IPO potential, but I am not overly impressed with any of these companies. None of them really jump out at me as killer internet apps. I figure it will be a good buy under $24 and a good sell over $30. The pre IPO excitement and let downs as well as fluctuations in the prices of NETP and NETG should provide plenty of good buying and selling opportunities. Are you still in? At what price? Bill Zeman

To: Paul Senior who wrote (143)	4/27/1999 7:00:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 194

Paul, If you enter SanDisk into the search you get a Seagate banner. Other sites if you enter "digital photography" or the like you will get a Kingston banner selling CF or perhaps an Epson ad selling a color printer with photographic quality. My point is that it is easy to create even a simple profile of potential customers and to locate banners which are appropriate for a given consumer. If you fill in an application for Yahoo! and use their browser function I am sure they can create an excellent profile based on your age, sex, zip code, income level, and search parameters. It is just so simple to keep a list of keywords or other data and then compile a "sketch" of that individual in front of the PC klacking on the keyboard. It is almost scary. Ausdauer