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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 (9080)	5/20/1999 9:34:00 AM
From: gotmojo	Read Replies (1) \| Respond to of 18998

Mr P$#k.I've been reading your thread for the past month,but have not posted.Never shorted stocks before.Would you please guide me to some sites so i can learn more about shorting?

To: Mr. Pink who wrote (9080)	5/20/1999 9:40:00 AM
From: GJLevine	Respond to of 18998

Mr. Pink, I submit to you HLTH, closed at a market Cap of 5.6 B, deal with WebMD at a 50-50 venture limits M/C to 2.6 B. HLTH is 3 B overvalued on 70 Million shares out. Glenn

To: Mr. Pink who wrote (9080)	5/20/1999 12:01:00 PM
From: KNOXACCT	Respond to of 18998

Do you have any thoughts on CUST ??? Would appreciate any input - thanks.

To: Mr. Pink who wrote (9080)	5/20/1999 4:40:00 PM
From: xcr600	Respond to of 18998

Herb Greenberg 5/20/99: Lernahoulian alert: An item here Wednesday noted how Lernout & Hauspie's (LHSP:Nasdaq) receivables jumped to 112 days from 95 days outstanding. The suggestion was that the company granted favorable terms to certain customers, artificially helping sales and earnings. Earnings wound up narrowly beating the Street, despite an 8% decline in sequential sales. (A decline in sales at a growth company? Hmmm.) Longtime Lernout short-seller Marc Cohodes of Rocker Partners figures if receivables days outstanding had merely stayed the same, Lernout's sales would have been down by 25%, which in turn would've wiped out virtually all of the company's profit in the quarter, which in turn wouldn't have played into the hands of the Lernahoulians, who bid up the stock 1 9/16 yesterday to close at 38 7/8. I did not seek an explanation from Lernout because representatives there still haven't responded to any of my prior inquiries from recent weeks.

To: Mr. Pink who wrote (9080)	5/20/1999 8:13:00 PM
From: incomep	Read Replies (1) \| Respond to of 18998

DeAr: P))K: Heard anything from MDM? Now need to find some longs from the profit from shorts. AGX , maybe! Incomep